Trust And Estate Tax Manager/Director

Innovative CPA Group LLCRidgefield, CT

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Overview

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Job Description

Trust and Estate Tax Manager/Director – Offices in Shelton, Hamden, Bethel, Ridgefield & Norwalk, CTThe Innovative CPA Group is looking for a Trust and Estate Tax Manager/Director to join our CPA firm. The Innovative CPA Group is an employee-centric firm comprised of experienced tax and accounting professionals. We have successfully built a culture of empowerment, accountability, and wide-ranging expertise. We are also truly innovative in that we leverage the latest technology to streamline our workflow, thereby improving the service to our clients. 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 administration

Bachelor's or Master's Degree in Accounting or relevant field requiredCPA license is a plus

Experience with CCH programs is a plus

Knowledge of QuickBooks, Microsoft Office Programs, etc.Professional and effective oral and written communication skills and interpersonal abilities

Strong leadership skills with the ability to work well within a team environment

Integrity, accountability, and confidentiality

Excellent analytical, organizational skills, and attention to detail

Positive attitude, strong work ethic, and collaborative spirit

What You'll Love About Us:Competitive compensation, commensurate with experience.401(k) plan with employer match.Paid health insurance for Employees with dependent/spouse coverage at employee cost.4 weeks of vacation

Onsite gym membership (Shelton location)Great work environment

Flexible work hours

Opportunity for hybrid schedule

Business casual attire

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FAQs About Trust And Estate Tax Manager/Director Jobs at Innovative CPA Group LLC

What is the work location for this position at Innovative CPA Group LLC?

This job at Innovative CPA Group LLC is located in Ridgefield, CT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Innovative CPA Group LLC?

Employer has not shared pay details for this role.

What employment applies to this position at Innovative CPA Group LLC?

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