Tax Specialist

Tax Specialist - High Net Worth Estate & Trusts

Key Responsibilities:

• Prepare and review federal and state income tax returns for individuals and trusts accurately and timely.
• Gather and analyze financial data, including income, deductions, and distributions related to estates and trusts.
• Collaborate with attorneys, financial advisors, and clients to obtain necessary documentation and clarify tax issues.
• Ensure compliance with current tax laws and regulations, staying updated on relevant changes.
• Maintain organized records of all filings and correspondence.
• Contribute to the overall efficiency and accuracy of the tax team.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field; CPA or EA designation preferred.
• Proven experience in preparing individual and trust tax returns.
• Strong knowledge of federal and state tax codes.
• Excellent analytical, organizational, and communication skills.
• Ability to work independently and manage multiple deadlines.
• Proficiency in tax software (e.g., ProSystem fx, Thomson Reuters ONESOURCE, CCH Axcess, or similar).