Estate & Trust Tax Director — Hybrid & Growth Path

Innovative CPA Group LLC; West Norwalk (CT); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Competitive compensation

401(k) plan with employer match

Health insurance for employees

4 weeks of vacation

Onsite gym (Shelton)

Hybrid schedule

Business casual attire

Job summary

Innovative CPA Group LLC seeks a Trust and Estate Tax Director to lead complex estate, trust, and gift tax work across our Connecticut offices. The role offers partnership track potential and a client-focused, collaborative team environment in Shelton, Hamden, Bethel, Ridgefield, and Norwalk.

Ideal candidates bring 7+ years of estate/trust experience, a degree in Accounting, and CPA credentials (preferred). Experience with CCH, QuickBooks, and MS Office is valuable. Hybrid work options available.

Qualifications

• 7+ years of experience with estate and trust administration.
• Bachelor's or Master's degree in Accounting or relevant field.
• CPA license is a plus.
• Experience with CCH programs and ProSystem fx a plus.

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 estate tax returns at federal/state levels.
• Draft and review responses to tax notices from federal and state agencies.

Skills

Estate and trust tax experience

Team leadership

Excellent communication

CPA license preferred

Education

Bachelor's or Master's in Accounting

Tools

CCH programs

QuickBooks

Microsoft Office

Job description

Innovative CPA Group LLC seeks a Trust and Estate Tax Director to lead complex estate, trust, and gift tax work across our Connecticut offices. The role offers partnership track potential and a client-focused, collaborative team environment in Shelton, Hamden, Bethel, Ridgefield, and Norwalk.

Ideal candidates bring 7+ years of estate/trust experience, a degree in Accounting, and CPA credentials (preferred). Experience with CCH, QuickBooks, and MS Office is valuable. Hybrid work options available.