Trust and Estate Manager

Brewer Morris; Connecticut; Hybrid; USD 120,000 - 180,000; Full time

Job description

Trust and Estate Manager - Connecticut (Norwalk or Ridgefield) - Hybrid

Our client is a highly respected Regional CPA Firm who are actively seeking a talented Trust and Estate Manager to join its team of experienced tax and accounting professionals at either their Norwalk or Ridgefield, CT office on a Hybrid Schedule.

Responsibilities:

• Manage, prepare, and review complex estate, trust, and gift tax returns
• Perform tax and accounting research with the aid of research tools and communicate with partners and/or clients
• Understand complex estate and trust administration, including probate filings, probate accountings, and reviewing federal and state estate tax returns
• Draft and review responses to tax notices from various federal and state tax agencies

Benefits Include:

• 401(k) plan with employer match
• Paid health insurance for Employees with dependent/spouse coverage at employee cost
• PTO: 4 weeks of Vacation
• Clear Path to Upper Management!!!

Qualifications:

• 7+ years of experience with estate and trust administration
• Bachelor's or Master's Degree in Accounting or relevant field required
• CPA license is a plus