Tax Senior - Gift, Estate and Trust jobs in United States
cer-icon
Apply on Employer Site
company-logo

Baker Newman Noyes · 5 months ago

Tax Senior - Gift, Estate and Trust

Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. seeking a Tax Senior to join their team. The role involves preparing various tax returns and utilizing tax research tools to determine proper tax treatment for client transactions in the estate, trust, and gift tax areas.

ConsultingCrowdfundingFinancial ServicesInsurance
check
Growth Opportunities
check
H1B Sponsor Likelynote

Responsibilities

Prepare federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns
Utilize tax research tools to help determine the proper tax treatment of a variety of client transactions, primarily in the estate, trust, and gift tax areas

Qualification

Tax return preparationTax research toolsLLM in taxationCPAEnrolled AgentAnalytical skillsProject managementInterpersonal skillsWritten communicationOrganizational skills

Required

Dedicated to superior client service
Displays professionalism, dependability, and trustworthiness combined with a cooperative attitude
Responds to client requests, including phone calls and emails, in a timely and appropriate manner
Demonstrates maturity, integrity, honesty, openness, and tact in dealing with others
Develops a rapport with client personnel and the firm engagement team
Experience preparing federal and state income tax returns for individuals, trusts, and estates
Experience preparing gift tax returns and estate tax returns
Keeps current with new tax law developments and is able to apply them
Strong research and analytical skills to assist in resolving tax issues and conflicts
Strong organizational skills and attention to detail
Excellent project management, analytical, interpersonal, oral and written communication skills
Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines
Write effectively and professionally in work paper documentation, emails, and other formats
Ability to thrive in a dynamic team environment
Maintains an enthusiastic and positive attitude
3+ years relevant experience in taxation with a public accounting firm, law firm, trust company, or government agency
JD
Cumulative GPA of 3.0 or higher
Working towards CPA or Enrolled Agent status

Preferred

LLM in taxation is a plus

Benefits

20 days paid time off, 5 sick days, 11 paid holidays
6-week paid parental leave
Health, Dental, Pet, Vision, Disability and Life Insurances
401(k) Plan with company match
Profit Sharing Plan
Business-casual office environment

Company

Baker Newman Noyes

twittertwitter
company-logo
Baker Newman Noyes is an accounting company that specializes in accounting and advisory services.

H1B Sponsorship

Baker Newman Noyes has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
David Lawler
Managing Director of Technology Advisory Services
linkedin
T
Travis Hersom
Chief Information Officer
linkedin
Company data provided by crunchbase