Now Hiring: Trust & Estate Specialist jobs in United States
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gpac ยท 1 day ago

Now Hiring: Trust & Estate Specialist

GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States. They are seeking a knowledgeable, detail-oriented Trust & Estate Specialist to prepare and review trust and gift tax returns, work with clients and attorneys, and support their growing trust tax practice.

ConsultingHuman Resources

Responsibilities

Prepare and review 1041s, 709s, and other trust/estate filings
Interpret trust documents and explain them clearly to clients
Manage a variety of trust clients and keep filings accurate and on time
Mentor staff and collaborate with attorneys, trustees, and executors
Use firm software (UltraTax, QuickBooks, Engagement Manager, etc.)
Help with billing, workflow organization, and maintaining strong client relationships

Qualification

TrustEstate knowledgeCPAEA certificationTax return preparationMaster's in AccountingClient managementClear communicationAttention to detail

Required

Master's in Accounting, Taxation, or related field
CPA or EA required
Strong trust, estate, and gift tax knowledge
Clear communication skills and comfort managing multiple clients
Attention to detail and good judgment
Ability to work onsite and follow firm processes

Company

gpac is a staffing and recruiting company that provides talent recruitment and development services.

Funding

Current Stage
Late Stage

Leadership Team

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Chad Feldman
Shareholder/Board Member
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Matthew Good
Principal Shareholder / Vice Chairman of Board
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Company data provided by crunchbase