Senior Trust and Estate Tax Accountant

Job Description

Job Description

Who We Are
Our Purpose: We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community.
Our Vision: We are committed to utilizing our position as the preeminent independent accounting and professional services firm in Central Virginia to make a positive difference for our clients and our community.
Our Mission: We will use our expertise and entrepreneurial spirit to:

• Nurture future leaders through a supportive, challenging, and enjoyable work environment
• Provide the highest quality professional services to our clients
• Utilize our outstanding team and maximize their effectiveness by promoting a healthy balance between work and daily life
• Work with clients and team members to accomplish their desired results

• Prepare and review fiduciary income tax returns
• Prepare and review complex estate tax returns and related schedules
• Prepare and review complex gift tax returns and related schedules
• Research and stay up-to-date on federal and state estate tax laws and regulations
• Advise clients on estate planning strategies to minimize estate tax liability
• Collaborate with attorneys and other professionals involved in estate planning
• Train and mentor junior staff members
• Manager probate and other estate administration processes

• Bachelor's degree in accounting or a related field
• CPA certification required
• 5 years of experience in estate and fiduciary tax accounting
• Strong understanding of estate tax laws and regulations
• Excellent analytical and problem-solving skills
• Strong communication and analytical skills
• Highly motivated with a strong work ethic and a team player
• Tech-savvy with proficiency in Microsoft Office Suite
• Ability to make informed decisions and stay organized with a keen attention to detail
• Ability to multi-task, problem-solve, and work under pressure
• High level of professionalism
• Ability to maintain confidentiality of client information
• Ability to adapt to specialized tax and accounting software

• Career growth opportunities
• Competitive salary compensation based on experience
• Paid holidays and paid time off
• Full benefits including:
  • 401(k) and profit sharing plan
  • Medical
  • Dental
  • Vision
  • HSA
  • FSA
  • Life insurance
  • Parental leave

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