Tax Senior Associate - Estate, Gift & Trust

Why Choose RKL?

RKL offers a comprehensive benefits package for full-time team members, including:

• Full medical, dental, and vision coverage
• Remote/Hybrid work schedule and a commitment to work life balance
• Investment and complete buy-in to your career progress, through trainings, mentorships, and advancement
• Tuition reimbursement
• 401(k) match

Who We Are and What We Do

We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.

RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients, and our communities.

Estate, Gift & Trust – Tax Senior Associate responsibilities:

• Work as part of a team reviewing tax strategies, ensuring tax compliance and increasing post tax profits to achieve the best corporate and individual tax practices for our clients
• Coordinate tax related projects and review prepared tax returns, working with a variety of entities such as corporations, partnerships, estates, trusts and non-profits across various industries
• Prepare and review of fiduciary income tax returns, estate income tax returns and gift tax returns
• Provide guidance to Tax Interns and Associates in the scanning and preparation of tax returns; make recommendations on return preparation regarding accuracy, efficiency and tax saving opportunities
• Answer client calls and emails in a timely manner and with a solution-oriented approach
• Ensure client deliverables are completed within expectations
• Identify and introduce other firm services based on client needs and discovered opportunities
• Keep up to date with local and national business and economic issues
• Participate in continuous learning activities and active research to improve and develop technical expertise; apply learned concepts
• Collaborate with leader to identify opportunities for efficiencies and proactive engagement management

Education, Experience and Certifications

• Bachelor’s degree in Accounting
• CPA certification required
• 2+ years’ relevant work and industry experience
• Knowledge in individual, trust, estate, and gift
• Understanding of general accounting and tax principles and willingness to learn, drive for self-improvement
• Working knowledge of Microsoft Office suite products and technologically-savvy
• Self-motivated and willingness to enhance accounting and advisory knowledge
• Excellent attention to detail with the ability to manage multiple projects

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunities for advancement
• Paid sick time
• Paid time off
• Vision insurance
• Work from home

Experience level:

• 2 years
• 3 years

Schedule:

• Day shift

Education:

• Bachelor's (Preferred)

Experience:

• Estate, Gift & Trust: 1 year (Preferred)
• Public accounting: 1 year (Preferred)
• Tax accounting: 1 year (Preferred)

License/Certification:

• CPA (Preferred)

Work Location: Remote