Tax Senior - Trusts and Estates
Regal Executive Search
Senior Tax - Trusts and Estates
POSITION SUMMARY
Our firm is currently assisting a CPA Firm in Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior position. The Trust & Estates Tax Senior will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent's final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes; develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services. Qualifications CPA certification Recent Public Accounting experience. Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting. Minimum of 3years’ experience in the preparation and review of fiduciary income tax returns. 5 years or more preferred. Experience with Partnerships and S Corporations preferred Prior client management experience. Other Information: Equal opportunity employer To apply, send resume in word format with current salary for review and immediate interview. Login to save this search and get notified of similar positions. Related Jobs: Controller West Hollywood, CA Tax Attorney - Estate Planning Trabuco Canyon, CA CFO La Palma, CA Login to save this search and get notified of similar positions. Take the next step in your career journey in the vibrant city of Irvine, California! Nestled in the heart of Orange County, this thriving community offers unparalleled growth opportunities and an unbeatable quality of life. With its close proximity to stunning beaches, world-class shopping at South Coast Plaza, a bustling culinary scene featuring diverse cuisine options, and cultural attractions like the Irvine Museum and Irvine Barclay Theatre, Irvine has something for everyone. Whether you're into outdoor activities in Irvine Regional Park or catching a game at the Angel Stadium of Anaheim or the Honda Center, this region has it all. Explore our job listings today and discover why Irvine is the perfect place to advance your career! #J-18808-Ljbffr Regal Executive SearchVacancy posted 5 days ago
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