Estate & Trust Tax Director — Hybrid & Flexible Hours

Innovative CPA Group LLC; Ridgefield (CT); Hybrid; USD 140,000 - 220,000; Full time

Benefits offered by this job

401(k) match

Health insurance

4 weeks vacation

Onsite gym

Flexible schedule

Hybrid work model

Business casual attire

Job summary

The Innovative CPA Group LLC seeks a Trust and Estate Tax Director to lead complex estate, trust and gift tax work across CT offices. This senior role offers partnership-track potential and a collaborative, technology-driven culture.

Responsibilities include managing returns, researching tax matters, probate administration, and drafting responses to notices; requires 7+ years in estate/trust tax with a CPA or accounting degree. This role features a hybrid schedule and strong benefits.

Qualifications

• 7+ years of estate and trust tax administration experience.
• Bachelor's or Master's degree in Accounting required.
• CPA license is a plus.
• Experience with CCH programs and Microsoft Office.

Responsibilities

• Manage, prepare, and review complex estate, trust, and gift tax returns.
• Perform tax and accounting research and communicate with partners/clients.
• Understand probate filings and reviews of federal/state estate tax returns.
• Draft and review responses to tax notices from federal/state agencies.

Skills

Leadership

Communication

Detail-oriented

Teamwork

Education

Bachelor's in Accounting

Master's in Accounting

Tools

CCH programs

QuickBooks

Microsoft Office

Job description

The Innovative CPA Group LLC seeks a Trust and Estate Tax Director to lead complex estate, trust and gift tax work across CT offices. This senior role offers partnership-track potential and a collaborative, technology-driven culture.

Responsibilities include managing returns, researching tax matters, probate administration, and drafting responses to notices; requires 7+ years in estate/trust tax with a CPA or accounting degree. This role features a hybrid schedule and strong benefits.