Trust And Estate Tax Accountant jobs in United States
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Barnes Wendling CPAs ยท 1 day ago

Trust And Estate Tax Accountant

Barnes Wendling CPAs is a recognized firm serving closely held businesses and not-for-profit organizations since 1946. The Trust and Estate Tax Accountant will prepare and review trust and estate tax returns, conduct tax planning, and ensure compliance with tax regulations while maintaining strong client relationships and providing strategic tax advice.

Consulting
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Growth Opportunities
Hiring Manager
Marla M.
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Responsibilities

Preparing and reviewing trust and estate tax returns
Conducting tax planning
Ensuring compliance with tax regulations
Collaborating with team members
Maintaining strong client relationships
Providing strategic tax advice
Consulting on estate and gift tax issues

Qualification

TrustEstate tax returnsTax planningEstateGift tax advisementAccounting software proficiencyCPA designationBachelor's degreeCommunication skillsTeam collaborationTime managementAttention to detail

Required

Strong technical skills in preparing and reviewing trust and estate tax returns
Experience in tax planning, estate and gift tax advisement, and compliance
Proficiency in accounting software and attention to detail in financial analysis
Excellent written and verbal communication skills with the ability to effectively collaborate with team members and clients
Proven ability to manage multiple priorities, meet deadlines, and work both independently and within a team
Bachelor's degree in Accounting, Finance, or a related field

Preferred

CPA designation or progress toward certification is preferred
Relevant experience in trust and estate accounting or public accounting is a plus

Benefits

Bonus program
Paid parking
Health benefits
Vacation
PTO
401(k)
Summer hours

Company

Barnes Wendling CPAs

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Barnes Wendling CPAs is a certified public accounting firm from Ohio.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase