Estate & Trust Tax Director - Hybrid, Partnership Path

Innovative CPA Group LLC; Shelton (CT); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) match

Paid health insurance for employees

4 weeks vacation

Onsite gym Shelton

Flexible work hours

Hybrid schedule

Business casual attire

Job summary

Innovative CPA Group LLC seeks a Trust and Estate Tax Director to join our firm with partnership track potential. You will lead complex estate and trust tax work, supervise staff, and collaborate with partners to deliver client-first service.

The ideal candidate brings 7+ years of estate/trust experience, CPA- preferred, and strong communication skills. We offer a hybrid schedule, competitive pay, and a supportive, tech-forward environment.

Qualifications

• 7+ years of estate and trust administration experience.
• Bachelor's or Master's Degree in Accounting or related field.
• CPA license is a plus.
• Experience with CCH programs is a plus.
• Knowledge of QuickBooks and Microsoft Office suite.
• Strong oral and written communication and interpersonal skills.
• Leadership ability and collaborative mindset.
• Integrity, confidentiality and attention to detail.

Responsibilities

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

Skills

Estate/trust tax

Leadership

Communication skills

CPA license preferred

Tax research

Technology literacy

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 join our firm with partnership track potential. You will lead complex estate and trust tax work, supervise staff, and collaborate with partners to deliver client-first service.

The ideal candidate brings 7+ years of estate/trust experience, CPA- preferred, and strong communication skills. We offer a hybrid schedule, competitive pay, and a supportive, tech-forward environment.