Trust and Estate Tax Manager / Director
Locations : Shelton, Hamden, Bethel, Ridgefield & Norwalk
We are one of the fastest growing firms in Connecticut and are seeking a Trust and Estate Tax Manager / Director to join our team. This is an employee-centric firm comprised of experienced tax and accounting professionals. The company has successfully built a culture of empowerment, accountability, and wide-ranging expertise. The firm leverages the latest technology to streamline workflow and improve client service. This role has partnership track potential .
Essential Responsibilities :
- Manage, prepare, and review complex estate, trust, and gift tax returns
- Perform tax and accounting research with the aid of research tools and communicate with partners and / or clients
- Understand complex estate and trust administration, including probate filings, probate accountings, and reviewing federal and state estate tax returns
- Draft and review responses to tax notices from various federal and state tax agencies
What You'll Bring :
7+ years of experience with estate and trust administrationBachelor's or Master's Degree in Accounting or relevant field requiredCPA license is a plusExperience with CCH programs is a plusKnowledge of QuickBooks, Microsoft Office Programs, etc.Professional and effective oral and written communication skills and interpersonal abilitiesStrong leadership skills with the ability to work well within a team environmentIntegrity, accountability, and confidentialityExcellent analytical and organizational skills, and attention to detailPositive attitude, strong work ethic, and collaborative spiritWhat You'll Love About Us :
Competitive compensation, commensurate with experience401(k) plan with employer matchPaid health insurance for employees with dependent / spouse coverage at employee cost4 weeks of vacationOnsite gym membership (Shelton location)Great work environmentFlexible work hoursOpportunity for hybrid scheduleBusiness casual attire