Estate Tax Accountant Job at Robert Half (Belvidere)

Senior Tax Accountant, Trusts & Estates

Our growing, collaborative, and supportive tax practice is looking for a Senior ...

Location

United States , Gaithersburg

Salary:

Not provided

Lanigan Ryan

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or Economics or equivalent experience
Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred
JD or LLM credentials will be considered and are welcomed
At least 3-6 years of public accounting experience
Experience preparing and reviewing fiduciary income tax returns and estate tax filings
990 experience preferred
Maintains in-depth knowledge of federal and state estate, gift, and trust tax regulations and statutes, including how situs impacts planning, compliance, and administration across jurisdictions
Knowledge of accounting and tax software
Highly motivated with the desire to grow and develop this practice area
Passion for helping clients with estate planning, compliance, and wealth transfer needs

Job Responsibility

Review and prepare estate, trust, and fiduciary income tax returns as well as individual and business returns
Review and prepare fiduciary accounting for trusts, estates, and guardianships in accordance with applicable statutes and court rules
Ensure multi-state compliance with probate, inheritance, estate, and fiduciary income tax statutes and regulations, including state-of-situs variations
Conduct estate, gift, and generation-skipping transfer (GST) tax planning for high-net-worth clients, including wealth transfer strategies
Provide consulting on complex trust, estate, and individual tax matters, including year-end and multi-year projections (cash flow, estimated tax, and distribution planning)
Provide estate and trust administration support, ensuring compliance with federal and state tax laws by situs
Supervise and mentor staff accountants, reviewing work and guiding client engagements
Research complex estate, gift, and trust tax issues and clearly document findings and recommendations
Build and maintain strong client relationships with families, beneficiaries, and their advisors

What we offer

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Life insurance
Long-term disability insurance
Paid time off
Parental leave
Professional development assistance

Senior Tax Accountant - Estate & Trust

We are currently seeking a Senior Tax Accountant with a specialization in Estate...

Location

United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL

Salary:

105000.00 - 115000.00 USD / Year

Porte Brown LLC

Expiration Date

Until further notice

Requirements

3+ years of current Public Accounting Experience
Experience preparing Form 1041 Fiduciary Income tax returns
Experience preparing Form 709 Gift Tax returns
Experience preparing Form 706 Estate Tax returns
Experience preparing Deceased Taxpayer Income Tax returns
BA/BS Degree in Accounting, Finance, or related field
CPA Certification
or eligible to sit for the CPA exam
Proficiency with tax software, MS Office, and working knowledge of QuickBooks
Strong client rapport and project management skills

Job Responsibility

Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters
Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals
Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting
Reading through trust agreements and wills to determine appropriate filings and estate structure
Complete monthly and quarterly accounting projects at client locations
Demonstrate an interest in practice development
Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm
Actively supports new initiatives
Identify opportunities to improve assignment profitability and efficiency
Pursues self-development opportunities

Senior Accountant – Estates & Trusts

BLS is seeking a professional to join our growing Estates & Trusts Practice Grou...

Location

United States

Salary:

Not provided

Belfint Lyons & Shuman, P.A

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, or equivalent
3-4 years accounting experience in a tax environment
CPA certification, or evidence of working towards certification
Broad tax knowledge on gift, estate, and fiduciary income tax issues
Ability to work both independently

Job Responsibility

Preparing tax returns that include complex gift, estate, and fiduciary income for individuals and entities, including Forms 1041, 1041A, 5227, 990PF, 706, and 709
Providing guidance and advice on estate planning, anticipated or recent inheritance, lifetime charitable giving, and asset protection
Maintaining current knowledge of creating a trust and interpreting trust documents
Forecasting tax liability based on past and future transactions
Developing and maintaining relationships with client attorneys and financial advisors
Making inquiries to various tax authorities
Reviewing changes in work performed from prior years, considering changes in client’s accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
Conducting tax planning and consultations with clients
Mentoring new staff on assignments

What we offer

Flexible work options available
Career advancement
Nurturing, open-door environment
Resources and tools needed to succeed
Ongoing training
Mentoring to guide you through your career

Senior Tax Accountant

Located in Markham, we are a rapidly growing C.P.A. firm that strive to provide ...

Location

Canada , Markham

Salary:

Not provided

Williams & Partners Chartered Professional Accountants LLP

Expiration Date

Until further notice

Requirements

CPA designation or enrolled in CPA program
Completion of Bachelor’s Degree
Minimum of 3 year of experience in a similar role within public accounting
Excellent verbal and written skills with acute attention to detail
Analytical, organized and strong time-management skills
Able to work under pressure and multitask, while maintaining a high level of accuracy

Job Responsibility

Preparing and reviewing Corporate Tax Returns in accordance with Firm standards for Canadian-based corporations, Canadian subsidiaries of foreign-based corporations, and Canadian-based corporations with operations in foreign jurisdictions
Preparing and reviewing personal tax returns, terminal returns, estate returns and trust returns along with various information returns
Researching and interpreting tax issues, preparing memorandums, client letters and assisting in the development of opinion on various tax issues
Preparing tax provision and accruals in accordance with applicable accounting standards
Assisting in the development and implementation of tax and estate planning strategies
Liaising with tax authorities on tax audits and appeals
Keeping Partners, Managers and other team members informed, on an ongoing basis, of progress and significant issues
and other ad-hoc duties as required
Other related duties as assigned

Senior Tax Accountant

This challenging position will be responsible for corporate tax compliance, inco...

Location

United States , Rockville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 3 or more years of experience in income tax, preferably within a public accounting firm, corporate real estate or related industry
Proven experience with partnership tax compliance and research
Strong communication skills, capable of explaining complex tax concepts to non-tax professionals
Proven ability to work independently and manage multiple tasks under pressure
Proficiency in building and maintaining successful relationships both internally and externally
Advanced skills in Excel and the ability to apply systems based solutions for tax-related workflows

Job Responsibility

Oversee and monitor income tax payments, including quarterly estimates, extensions, and annual tax returns for partnership funds
Maintain and coordinate the tax compliance calendar, ensuring alignment with external service providers
Handle communications from federal and state tax authorities, including tracking, documenting, and responding to tax notices
Facilitate annual nexus reviews for income tax compliance
Review and interpret legal documents and contracts to ensure accurate tax reporting
Collaborate with teams across Accounting, Finance, Asset Management, and other departments to gain insights into financial performance and transactions
Utilize technological tools to streamline workflows and enhance efficiency in tax processes
Perform additional tasks and responsibilities as assigned to support the tax function

What we offer

Medical benefits
Vision
Dental
Life and disability insurance
401(k) plan

Senior Accountant, Tax

As a Senior Accountant, Tax you will work in-person as part of a team of profess...

Location

United States , Ft. Washington

Salary:

Not provided

Baratz & Associates

Expiration Date

Until further notice

Requirements

A bachelor’s degree in accounting from an accredited college or university
Working to obtain 150 credits
eligible to sit for the CPA exam or have already obtained the CPA designation
3-6 years minimum of experience in public accounting
General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis, and reporting of financial data
Proficient with Microsoft Office products
Proficient in QuickBooks
Familiar with Thomson Reuters software
Candidates must be detail-oriented, self-starters, and demonstrate excellent computer, analytical and effective communication skills
Transportation with the ability to travel to client sites

Job Responsibility

Prepare individual, fiduciary, corporate and partnership tax returns including multi-state returns
Produce quarter-end and year-end workpapers, including capital schedules, business schedules, tax accruals, and fixed asset details
Gain knowledge in deferred income taxes, tax-exempt organizations, trusts, real estate transactions, and advanced S corporation concepts
Perform an in-depth look at Form 990 and all related schedules
Effectively present information and respond to questions from partners, managers, clients, and the public
Perform all aspects of compilations and reviews
Assist with shareholder compensation planning, Section 1244, and Stock tax treatment
Handle the basic concept of estate planning
Advantages and disadvantages comparison of Business Entities
Understand Business Acquisition basics

What we offer

Professional continuing education and development opportunities
100% paid individual healthcare, life and long-term disability insurance, 401(k) plan, section 125, and generous paid time off, plus paid holidays

Fulltime

Corporate Services Accounting Officer - Real Estate

We’re determined to define best practice for the future of corporate services. A...

Location

Lithuania , Vilnius

Salary:

1750.00 - 2670.00 EUR / Month

Alter Domus

Expiration Date

Until further notice

Requirements

Hold a degree in Accounting & Finance or Economics
Relevant experience in the fields of accounting, domiciliation or audit
Fluent in English
Pursuing a professional qualification in accounting, auditing (ACA, ACCA, CIMA)

Job Responsibility

Taking care of the day-to-day operations of the clients and following up with third parties, including investors, clients, auditors and tax advisors
Handling the company’s accounts and collaborating in the preparation of periodic reports and regulatory reports for the company’s entities
Preparing financial statements, management accounts, and coordinating the audits
Assisting in bank account opening as well as process payments
Attending requests from senior level staff
Participating in board meetings and shareholders' meetings
Reviewing tax returns and tax balances
Preparing VAT and VAT RTD and other relevant returns to the Irish Revenue
Assist regulatory reporting team to preparing FVC, S110 returns to the Central Bank of Ireland
Responding to clients' requests in terms of tax planning in close collaboration with external tax advisors, if needed

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning
Active sports, events and social committees
Employee Assistance Program
Employee Share Plan

Fulltime

Tax Senior

Tax Senior opportunity with a growing CPA firm located in the West Hartford area...

Location

United States , West Hartford

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

BS in Accounting with plans to obtain CPA license
3+ years of public tax experience
ProSystem experience
Ability to meet deadlines
Proven experience in individual and corporate tax return preparation
Proficiency with CCH ProSystem Fx software for tax preparation and planning
Strong background in public accounting, particularly in tax services
Knowledge of tax regulations related to trusts, estates, and foundations
Ability to analyze investments for tax and economic consequences
Excellent organizational and problem-solving skills to manage multiple tasks effectively

Job Responsibility

Tax planning strategies for the sale, acquisition or merger of businesses
Compliance with sales and use tax regulations
Personal tax planning
Preparation of returns for individuals, business owners and executives
Tax planning and preparation for trusts, estates and foundations
Analysis of proposed investments for tax and economic consequences

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan
Free online training
Growth opportunity
Friendly and professional work environment

Fulltime

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Estate Tax Accountant

Job Description

Job Responsibility

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