Tax Senior - Trusts & Estates (49653)
Citrin Cooperman & Company, LLP, New York, New York, us, 10261
Tax Senior - Trusts & Estates
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Senior in the Trust & Estates (T&E) Tax Department. As a Senior in T&E, you will be responsible for: Responsibilities: Prepare complex federal and state fiduciary income tax returns, extensions, and quarterly projections for various trusts, including split-interest trusts, ESBTs and QSSTs. Prepare federal and state gift tax returns. Prepare federal and state estate tax returns. Review and respond to federal and state tax notices. Review tax returns prepared by junior level staff and provide feedback, training, and mentoring. Review tax information and coordinate with clients and staff while building relationships. Assist with the coordination of the day-to-day duties of planning, tax return preparation and delivery of finished work product. Ability to perform tax research and resolve issues. Identify and communicate tax matters to Managers and Directors. Qualifications
3-5+ years of public accounting experience, preferably with a mid-size firm. Bachelor's Degree in Accounting required; Master's in Taxation preferred. CPA or JD required, or actively pursuing certification Possess advanced knowledge of federal and state tax laws with a focus on individuals, trusts, estates & gift taxation. Prior fiduciary accounting experience a plus. Prior foreign trust experience a plus. Excellent written and verbal communication skills. Demonstrate strong client services skills. Ability to communicate effectively with the IRS regarding client notices and related matters. Approaches projects with a sense of urgency. Be highly motivated and able to work individually and in a team setting. Outstanding analytical, organizational and project management skills. Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus.
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Senior in the Trust & Estates (T&E) Tax Department. As a Senior in T&E, you will be responsible for: Responsibilities: Prepare complex federal and state fiduciary income tax returns, extensions, and quarterly projections for various trusts, including split-interest trusts, ESBTs and QSSTs. Prepare federal and state gift tax returns. Prepare federal and state estate tax returns. Review and respond to federal and state tax notices. Review tax returns prepared by junior level staff and provide feedback, training, and mentoring. Review tax information and coordinate with clients and staff while building relationships. Assist with the coordination of the day-to-day duties of planning, tax return preparation and delivery of finished work product. Ability to perform tax research and resolve issues. Identify and communicate tax matters to Managers and Directors. Qualifications
3-5+ years of public accounting experience, preferably with a mid-size firm. Bachelor's Degree in Accounting required; Master's in Taxation preferred. CPA or JD required, or actively pursuing certification Possess advanced knowledge of federal and state tax laws with a focus on individuals, trusts, estates & gift taxation. Prior fiduciary accounting experience a plus. Prior foreign trust experience a plus. Excellent written and verbal communication skills. Demonstrate strong client services skills. Ability to communicate effectively with the IRS regarding client notices and related matters. Approaches projects with a sense of urgency. Be highly motivated and able to work individually and in a team setting. Outstanding analytical, organizational and project management skills. Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus.