Senior Tax Associate, Trust & Estate
Blackman & Sloop Advisors, Inc., Chapel Hill, NC, United States
Senior Tax Associate, Trust & Estate
At Blackman & Sloop, we hire great people and give them a great place to work. We listen to what our employees value, and being a local firm gives us the advantage of flexibility. Our secret to retaining staff is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We are a single-office firm with approximately 45 full-time staff. For 7 consecutive years, we've been honored as one of Accounting Today's "Best Accounting Firms to Work For"! We've also been recognized by Business North Carolina as one of the "Best Employers in North Carolina" list for the past 4 years. Most recently, we are proud to have received BDO's award for outstanding workplace culture! We believe we're receiving this recognition based on our commitment to and from each employee, regardless of level. As an independent member of the BDO Alliance, we have access to the resources of BDO USA, LLP, the world's 5th largest accounting and consulting firm. Additionally in April 2024, we made the strategic decision to join Ascend to usher us in our next stage of growth. What this means to you is that while we're a local accounting firm, our reach and expertise have no boundaries. Each member of our staff has access to an unlimited amount of resources to gain valuable information on levels that most local firms do not encounter. The Role
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 Blackman & Sloop, we hire great people and give them a great place to work. We listen to what our employees value, and being a local firm gives us the advantage of flexibility. Our secret to retaining staff is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We are a single-office firm with approximately 45 full-time staff. For 7 consecutive years, we've been honored as one of Accounting Today's "Best Accounting Firms to Work For"! We've also been recognized by Business North Carolina as one of the "Best Employers in North Carolina" list for the past 4 years. Most recently, we are proud to have received BDO's award for outstanding workplace culture! We believe we're receiving this recognition based on our commitment to and from each employee, regardless of level. As an independent member of the BDO Alliance, we have access to the resources of BDO USA, LLP, the world's 5th largest accounting and consulting firm. Additionally in April 2024, we made the strategic decision to join Ascend to usher us in our next stage of growth. What this means to you is that while we're a local accounting firm, our reach and expertise have no boundaries. Each member of our staff has access to an unlimited amount of resources to gain valuable information on levels that most local firms do not encounter. The Role
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.