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Form of work Description
Freed Maxick CPAs is a top 100 firm in the U.S. and is featured on Forbes' list of America's Best Accounting Firms. As one of the largest Accounting firms in Western New York, we have offices in downtown Buffalo, Batavia and Rochester, NY and have staff located across the country. Freed Maxick hires the most qualified people available and gives them maximum opportunity to advance!
We have hybrid and full time remote opportunities for senior, supervisor and manager level candidates looking to focus and specialize in Trust and Estate Returns and Consulting. This position will work predominantly with our Trust and estate clients as well as high net worth individuals.
About the Job
Assume full responsibility for directing multiple engagements
Prepare and review complex estate fiduciary income tax returns along with the decedent's final individual tax return
Review fiduciary accounting for trusts and Estates
Provide tax planning and consulting to high net worth clients for estate and individual income taxes and wealth preservation
Research and consult on various estate, gift, and trust-related issues, such as trustee and beneficiary issues, generation skipping tax issues and wealth transfer planning
Help generate opportunities within existing clients, as well as meeting with and pursuing new clients
Analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes
Develop post-mortem tax-saving strategies for the estate accounts
Provide oversight and direction to team of tax specialists in the delivery of tax services
Tax research and planning, preparation, and review of complex 1040, 1041, 706 and 709 returns
Requirements
Bachelors/MBA with active CPA or JD with Trust and Estate focus
Current or very recent public accounting or estate law experience
4+ years' experience in the preparing and review of fiduciary income tax returns
Expert knowledge of the preparation of trusts, estate, gift tax returns and trust accounting
Excellent presentation, client-facing and communication skills
Detail oriented with distinguished follow through
Ability to work independently and manage multiple deadlines
What Freed Maxick Offers
An attractive and competitive compensation and benefit package
A friendly work environment with the largest firm in WNY based on number of CPAs
An incentive program for commissions on new business, and referral bonuses for introducing potential new employees
Promotion and advancement opportunities
Ongoing education to keep your technical skills sharp and your soft skills top-notch
Unique sociable culture
Flexible scheduling opportunities
Hybrid work environment
Compensated time to volunteer in the community
The compensation for this role varies based on experience and falls within the range of $65,000 to $90,000. These salary ranges are for applicants based in Western New York. Consideration will be given to applicants outside of our geographic area with appropriate ranges provided, based on location.
Apply today! We are looking forward to meeting with you!
Visit Freed Maxick to learn more about us.
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