RESPONSIBILITIES INCLUDE:
- Be a leader within the Private Client Service / Estate and Trust practice of the Firm
- Develop, supervise and mentor members of the Private Client Service / Estate and Trust team
- Coordinating tax compliance and planning responsibilities for our multistate environment
- Maintaining visibility in the Estate and Trust community
- Maintaining existing business relationships and cultivating new ones
- Maintaining relationships with and advise clients in Estate and Trust matters
- Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax
Requirements:
- Bachelor’s or Master’s degree in Accounting or related field required
- CPA or EA, preferably
- MST, a plus
- Minimum 7 to 10 years of experience with a public accounting and/or professional services firm or law firm
Job Type: Full-time
Salary: $126,610.00 - $137,227.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Experience level:
- 10 years
Schedule:
- 8 hour shift
Work Location: Remote