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    Tax Senior- Trust - New York, United States - Spartan Placements LLC

    Spartan Placements LLC
    Spartan Placements LLC New York, United States

    2 weeks ago

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    Description
    Tax Senior

    We are looking for a Trusts & Estates Tax Senior to join our Tax Department in our New York office. As a T&E Tax Senior, you will be responsible for providing excellent client service.

    Responsibilities:
    • Prepare and review tax returns, extensions, and projections for returns primarily with complex federal and state individual and fiduciary tax returns, gift tax returns and Estate tax returns
    • Prepare and review estate and high net worth consulting engagements
    • Manage Estate administration.
    • Prepare and Review fiduciary accountings
    • Knowledge of Federal and State tax law
    • Perform tax research to resolve issues
    • Maintain frequent contact with client and handle day-to-day client relationship issues
    • Build relationships with clients and staff
    Qualifications:
    • Bachelor's degree in Accounting required; Masters in Taxation preferred
    • 5+ years of professional experience, in a public accounting firm with Trust & estate experience
    • CPA or (in progress) preferred
    • Excellent written and verbal communication skills
    • Must have excellent client service skills
    • Highly motivated
    • Responsive to clients
    • Outstanding analytical, organizational and project management skills
    • Knowledge of CCH Axcess and Go File Room is a plus
    • Proficient in Microsoft Office Applications
    What we offer:
    • Competitive Base Salary
    • Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives
    • Employer contribution to Life Insurance, and 401(k) plan
    • Generous Paid Time off, including Fall Wind Down Fridays
    • Customized learning and development opportunities and continuing professional education both in-house and virtually
    • Hybrid, flex, and remote work opportunities available
    • Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution
    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law.
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