Trust and Estate Tax Manager/Director

Innovative CPA Group LLC

Job Description
Job Description
Trust and Estate Tax Manager/Director – Offices in Shelton, Hamden, Bethel, Ridgefield & Norwalk, CT
The Innovative CPA Group is looking for a Trust and Estate Tax Manager/Director to join our CPA firm. The Innovative CPA Group is an employee-centric firm comprised of experienced tax and accounting professionals. We have successfully built a culture of empowerment, accountability, and wide-ranging expertise. We are also truly innovative in that we leverage the latest technology to streamline our workflow, thereby improving the service to our clients. This role has Partnership track potential.
Essential Responsibilities:
Manage, prepare, and review complex estate, trust, and gift tax returns
Perform tax and accounting research with the aid of research tools and communicate with partners and/or clients
Understand complex estate and trust administration, including probate filings, probate accountings, and reviewing federal and state estate tax returns
Draft and review responses to tax notices from various federal and state tax agencies
What You'll Bring:
7+ years of experience with estate and trust administration
Bachelor's or Master's Degree in Accounting or relevant field required
CPA license is a plus
Experience with CCH programs is a plus
Knowledge of QuickBooks, Microsoft Office Programs, etc.
Professional and effective oral and written communication skills and interpersonal abilities
Strong leadership skills with the ability to work well within a team environment
Integrity, accountability, and confidentiality
Excellent analytical, organizational skills, and attention to detail
Positive attitude, strong work ethic, and collaborative spirit
What You'll Love About Us:
Competitive compensation, commensurate with experience.
401(k) plan with employer match.
Paid health insurance for Employees with dependent/spouse coverage at employee cost.
4 weeks of vacation
Onsite gym membership (Shelton location)
Great work environment
Flexible work hours
Opportunity for hybrid schedule
Business casual attire

Vacancy posted 24 days ago

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