Tax Senior - Estate & Trust Tax

Vector Recruiting LLC; Albany (OR); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

5% employer 401K contribution

Potential bonuses

Job summary

Vector Recruiting LLC is seeking a Tax Senior for a well established regional CPA firm in Albany, Oregon. The role specializes in estate and trust tax with a hybrid work arrangement and competitive benefits.

You will lead staff, supervise returns, and ensure timely, accurate filings while developing staff and managing client service. CPA preferred; Master’s in taxation preferred.

Qualifications

• 2–5 years of public accounting tax experience with estate/trust exposure.
• Minimum 1 year supervising tax preparers.
• Bachelor’s in accounting; Master’s in taxation preferred; CPA license preferred.

Responsibilities

• Performs tax compliance, review, and government examinations of any complexity.
• Ensures client service quality and completes assignments within budgeted time.
• Supervises tax staff and provides on-the-job training.
• Develops and trains Semi-seniors and Staff accountants.

Skills

Estate and trust tax experience

Staff supervision

Client service

Education

Bachelor’s degree in accounting

Master’s degree in taxation

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.