Senior Tax Associate (Estate and Trust)
Location
Fort Walton Beach, FL | United States
Job description
Job Title: Senior Tax Associate (Estate and Trust)
Location: Fort Walton Beach, FL (Hybrid)
Salary: $80,000 - $95,000
We are looking for a Senior Tax Associate to join our team and manage complex tax projects in order to provide exceptional service to our clients. This is a great opportunity to become part of a fast-paced, dynamic team that is committed to excellence.
Position Overview: The Senior Tax Associate will be responsible for developing and providing solutions to complex tax problems and managing projects related to tax. They will also provide advice and support to clients on various tax issues. This position requires excellent technical and communication skills.
Key Responsibilities:
- Organize and prepare complex individual, corporate, partnership, trust and estate tax returns
- Analyze tax returns for accuracy and compliance with regulations
- Research tax regulations and advise clients on tax planning strategies
- Manage multiple projects and meet deadlines
- Create internal tax memos, letters and other documents
- Ensure proper and timely tax payments for clients
- Provide tax advice and support to clients
Qualifications:
- Bachelor’s degree in Accounting or related field
- Minimum of 3 years of public accounting experience
- Expertise in Federal, State, and Local Taxation
- CPA License preferred
- Expertise in Trust and Estate Taxation a plus
- Excellent communication, problem solving and analytical skills
- Strong organizational and time management skills
Benefits Investments and Incentives:
- Competitive Salaries
- Matching 401(k) program
- Bonus Opportunities
- Employee Referral Incentives
- New Business Incentives
- Tuition Reimbursement Program
Work Life Balance:
- Paid Holidays
- Paid Time Off Program (PTO)
- Paid Parental Leave
- Dependent Care Flexible Spending Accounts
Health and Wellness:
- Health/Dental/Vision/Prescription Plans
- Long term Disability Insurance
- Basic and Voluntary Life Insurance
- Medical Care Flexible Spending Accounts
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Brandon Klaffka
Applicants must be authorized to work in the U.S.
Preferred Skills
Public Accounting
Tax Senior
CPA
Trust Estate Tax
State and Local Tax
Federal Tax
Job tags
Salary
$80k - $95k
