Tax Senior - Estate & Trust Tax

Calqulate Metrics Ltd; Albany (OR); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

5% employer 401(k) contribution

Bonus potential

Job summary

Calqulate Metrics Ltd seeks a Tax Senior to specialize in estate and trust tax within a well-established CPA firm. The role is in a hybrid work environment with strong career progression and substantial bonus potential.

You will be responsible for the accurate and timely preparation of all clients’ tax returns and for supervising tax staff. The ideal candidate has 2–5 years of public accounting experience with estate and trust tax exposure, a Bachelor's in accounting, and ideally a Master's in

Qualifications

• At least 2-5 years' experience in public accounting with estate and trust tax exposure.
• Minimum one year supervising tax preparers/directors of work.
• Bachelor's in accounting is required; Master's in taxation preferred.
• Current CPA license is preferred.

Responsibilities

• Prepares and reviews tax returns and coordinates government tax examinations of any complexity.
• Provides advice to clients using advanced tax knowledge.
• Ensures tasks are completed within budgeted time and maintains client service quality.
• Supervises tax staff and provides on-the-job training.
• Participates in staff development and training plans.

Skills

Estate & Trust tax experience

Supervisory experience

Client service

Tax research

Education

Bachelor's in accounting

Master's in taxation (preferred)

CPA license (preferred)

Job description

TAX SENIOR

Well established, highly profitable regional CPA firm seeks a Tax Senior to specialize in estate and trust tax. Hybrid work environment. Candidates must have estate and trust tax experience. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program, a choice of both SEC and closely held clients to work on across diverse industry groups, and fast track career progression. The Senior is responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns.

Responsibilities:

• Performs technical tax compliance and review and approval of all tax returns and governmental tax examinations of any complexity.


• Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.


• Performs all task related to client service and sees that assignments are accomplished within budgeted time.


• Maintains familiarity with qualifications of all tax staff members and reviews staff assignments for appropriateness.


• Supervises tax staff and provides on-the-job training.

Supervisory Responsibilities:

• Responsible for the development, coaching and training of Semi-seniors and Staff accountants.


• Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.


• Participates in reviews and evaluations of the Tax Department.

Qualifications:

• At least 2-5 years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. Must have some estate and trust tax experience.


• Minimum one (1) year experience supervising and directing work of tax preparers.


• Bachelor’s degree in accounting required, Master’s degree in taxation preferred.


• A current and valid certified public accountant’s license is preferred.