Wilmington, Delaware
Tax-Trusts Estate Position Job Opening in Wilmington, Delaware - Responsibilities:
Prepare and review individual, trust, estate and gift tax returns
Analyze estate and trust documents
Work closely with client, attorney and related processionals
Perform tax research
Client management
Participation in marketing/business development
Review and supervise tax work of other staff
Additional duties as assigned.
Requirements:
Bachelor's Degree in Accounting
Delaware CPA permit to practice or actively seeking certification
5+ years recent public accounting experience or similar experience gained in a trust company or family office
Experience with preparation and/or review of high-net-worth individual, estate, trust and gift returns. Closely held businesses and pass-thru entities (S-Corp, Partnership) experience a plus.
Excellent verbal and written communication skills.
Able to work independently on assigned tasks and complete assignments within time constraints and deadlines.
Able to accept direction on given assignments
Dedicated to superior client service
Experience with ProSystem fx Tax, ProSystem fx Engagement, ProSystem fx Document and/or Quickbooks a plus.
Salary commensurate with experience. Excellent benefit package.
Job Type: Full-time
Required education:
Bachelor's
Required experience:
accounting: 5 years
Required license or certification:
CPA permit or actively seeking permit
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