Senior Tax Associate, Trust & Estate
Blackman & Sloop, CPAs, P.A., Chapel Hill, NC, United States
Senior Tax Associate, Trust & Estate
Blackman & Sloop is seeking a Senior Tax Associate with specialized experience in the preparation and/or review of fiduciary tax returns. This position focuses primarily on trust, estate, gift and individual tax compliance and consulting for our high net-worth clients. You will be expected to manage clients independently and possess project management, analytical, interpersonal, and oral and written communication skills. Our company is team-oriented and prides itself on providing quality work and excellent customer service in a family-friendly, superior working environment. This position offers substantial growth potential and the opportunity to advance. Additionally, a sense of humor is a must! Key Responsibilities
Apply tax knowledge to preparation and review of individual, trust, estate and gift returns. Work effectively in analyzing estate and trust documents. Gather data from client and third party sources. Perform research as needed to support tax stances and to satisfy client's objectives. Client management and participation in business development. Required Qualifications
2 - 3+ years tax prep & review experience Experience with preparation and/or review of high-net-worth individual, trust, estate and gift returns Excellent project management, analytical, interpersonal, and communication skills Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines Preferred Qualifications CPA/EA license or candidate 3-5+ years of related experience with a CPA firm Knowledge of CCH Axcess Tax and CCH Engagement Who We Look For
A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation. Location
At Blackman & Sloop, we've designed a flexible hybrid work structure that enables both teamwork and independence, enhancing our employees' work experience while promoting personal well-being. What We Offer
We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible. Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth: Unlimited PTO Medical, Dental, Vision, & Voluntary Insurance Options 401(k) Matching Performance Bonus 12 Paid Holidays Off-season Flex Fridays Closed on Fridays for the month of June Commitment to Professional Development How to Apply
Submit your information in the application section directly below! This will include: Basic contact information Resume/CV and optional cover letter upload Work eligibility and compensation Voluntary demographic & self-ID questions For questions or inquiries about the role, please reach out to Kim Chedgy, Manager of Recruiting at kchedgy@ascendtogether.com. At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.
Blackman & Sloop is seeking a Senior Tax Associate with specialized experience in the preparation and/or review of fiduciary tax returns. This position focuses primarily on trust, estate, gift and individual tax compliance and consulting for our high net-worth clients. You will be expected to manage clients independently and possess project management, analytical, interpersonal, and oral and written communication skills. Our company is team-oriented and prides itself on providing quality work and excellent customer service in a family-friendly, superior working environment. This position offers substantial growth potential and the opportunity to advance. Additionally, a sense of humor is a must! Key Responsibilities
Apply tax knowledge to preparation and review of individual, trust, estate and gift returns. Work effectively in analyzing estate and trust documents. Gather data from client and third party sources. Perform research as needed to support tax stances and to satisfy client's objectives. Client management and participation in business development. Required Qualifications
2 - 3+ years tax prep & review experience Experience with preparation and/or review of high-net-worth individual, trust, estate and gift returns Excellent project management, analytical, interpersonal, and communication skills Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines Preferred Qualifications CPA/EA license or candidate 3-5+ years of related experience with a CPA firm Knowledge of CCH Axcess Tax and CCH Engagement Who We Look For
A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation. Location
At Blackman & Sloop, we've designed a flexible hybrid work structure that enables both teamwork and independence, enhancing our employees' work experience while promoting personal well-being. What We Offer
We hire good people and give them a good place to work. Our secret to keeping them around is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We truly believe that when you succeed, the firm succeeds, and we make sure you have whatever tools you need to make that success possible. Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth: Unlimited PTO Medical, Dental, Vision, & Voluntary Insurance Options 401(k) Matching Performance Bonus 12 Paid Holidays Off-season Flex Fridays Closed on Fridays for the month of June Commitment to Professional Development How to Apply
Submit your information in the application section directly below! This will include: Basic contact information Resume/CV and optional cover letter upload Work eligibility and compensation Voluntary demographic & self-ID questions For questions or inquiries about the role, please reach out to Kim Chedgy, Manager of Recruiting at kchedgy@ascendtogether.com. At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.