Senior Trust and Estate Tax Accountant
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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