Are you the Fiduciary Tax expert who loves numbers and legacy building?
If yes, this opportunity is for you!
Join our client’s dynamic team as a Fiduciary Tax Preparer / Tax Accountant and play a vital role in shaping financial legacies!
WHAT’S IN IT FOR YOU?
Above market salary $$$
13th month pay
Annual salary increase based on performance and company profitability
With 9 paid holidays, non-traditional holidays, plus 140 hours starting PTO/year
Reduced working hours (36 hours during summer; less working hour during busy season (50 hours))
Flexible working hours (just make sure you have a 4-hour overlap between 8am-5pm CST)
Opportunities for continuous learning – with certification reimbursements!
Remote opportunity! Work at the comfort of your home, or anywhere! (equipment provided)
Full-time role, long term opportunity with career growth and advancement
Direct client hire, engage directly with clients w/o BPO involvement
Exciting, relationship-based company that genuinely cares about its people and clients
Join a company that fosters a collaborative, casual yet professional environment, values open feedback, and takes pride in its organization.
CLIENT BACKGROUND
BIG-FIRM EXPERTISE. SMALL-FIRM RELATIONSHIPS.
Our client combine the services, advantages, and expertise of a large firm with the relationships you’d expect from a small one. We work with each client to determine a customized blend of services designed to help maintain focus on what is important to them, while helping them overcome obstacles and evaluate new opportunities. From handling the basics to guiding you through more complex strategies, our team provides a full range of services to meet the demands of any business or individual.
DUTIES AND RESPONSIBILITIES:
Fiduciary Income Tax Preparation (1041, 706, 709)
Prepare and review fiduciary income tax returns for trusts and estates, ensuring accuracy, completeness, and adherence to tax regulations.
Analyze financial documents, statements, and records to calculate taxable income, deductions, credits, and liabilities.
Collaborate with clients and internal teams to gather necessary information, answer questions, and provide expert tax advice related to fiduciary matters.
Research and interpret complex tax laws, regulations, and guidelines to ensure accurate reporting and compliance.
Stay updated on changes in tax laws and regulations that could impact fiduciary taxation and communicate these changes to clients and team members.
Assist in resolving any tax-related issues, audits, or inquiries that may arise.
Maintain organized and well-documented records of client interactions, calculations, and communications.
Continuously enhance professional knowledge through training, workshops, and research to provide exceptional service.
For the right candidate, there is also the opportunity to:
Career growth and advancement
Training and certifications!
QUALIFICATIONS
Bachelor’s degree holder (CPA and or Enrolled Agent is a PLUS!)
With at least 2 years experience in US Estate Tax and/or Fiduciary Income Tax law (e.g. 1041 preparation) required
Experience in 706 and 709 preparation is a great advantage!
Knowledge and skills with QuickBooks Online and or Desktop, and CCH Axcess or ProSystem fx tax preparation software is desirable
High attention to detail
SKILLS REQUIRED
Ability to review estate and trust agreements and the related tax implications.
Aptitude for great client service
Excellent communication skills and willingness to collaborate
Capacity to manage and prioritize workload in a deadline driven environment
Eager to develop new skills and set achievable goals
Ability to utilize digital workpapers and perform tax data autoflow
ADDITIONAL REQUIREMENTS
Reliable, stable and high-speed internet
Work Environment: Be able to work privately (you’re accessing confidential financial information) during work hours.
DESCRIPTION OF IDEAL CANDIDATE
Forward-Thinking – Always one step ahead. You’re a visionary trailblazer in a fast-changing environment.
Gets the Job Done – You have a passion and an internal drive to make things happen! A pro at handling high workloads and navigating complex clients with ease!
Highly Organized – You excel at structuring and managing your time, tasks, and resources in a systematic and efficient manner.
Adaptable – You can quickly adjust to new situations and environments without resistance!
Figures Stuff Out – You love a good challenge, and to solve problems. You have the world at your fingertips, and with a keyboard and mouse can figure almost anything out.
Self-Starter – You’re self-motivated, happy working on your own with minimal guidance. You don’t understand why some people just sit there when they haven’t been told what to do.
Communicative – You are responsive. More importantly, you are able to express yourself both verbally and in writing. You speak and write clearly and concisely, while building a good rapport with your audience.
Are you the Fiduciary Tax Preparer we’ve been looking for?
If you’re eager to seize the opportunity, send in your application now!
IMPORTANT REMINDER: Please send your application directly to (email subject: US Tax Accountant). Please don’t forget to attach your CV!
Best regards,
TeamUp
APPLY FOR THIS JOB:
Company: Premier Media
Name: TeamUp Recruitment
Email: