Trust and Estate Senior Tax Staff

Lavine, Lofgren, Morris & Engelberg, LLP; San Diego (CA); Sur place; USD 80 000 - 110 000; Plein temps

Résumé du poste

A finance and accounting firm in San Diego is seeking a Trust and Estate Senior Tax Staff to handle the preparation of Gift, Estate, and Trust tax returns. This role requires knowledge in tax planning, and providing guidance to staff. The ideal candidate should be dedicated to meeting client expectations and have a proven ability to manage multiple engagements and meet deadlines. Competitive salary range is offered.

Qualifications

• Experience in preparation of federal and state quarterly estimated tax payments.
• Knowledge in tax planning for trusts and individual income taxes.
• Ability to provide guidance and feedback to staff and interns.

Responsabilités

• Prepare Gift, Estate and Trust tax returns.
• Assist in researching estate, gift, and trust related issues.
• Facilitate and partake in office trainings and mentorship programs.

Connaissances

Preparation of Gift and Estate tax returns

Researching estate issues

Meeting deadlines

Description du poste

Join to apply for the Trust and Estate Senior Tax Staff role at Lavine, Lofgren, Morris & Engelberg, LLP

Job Description

• Preparation of Gift, Estate and Trust tax returns
• Preparation of federal and state quarterly estimated tax payments
• Assist in tax planning for trust and individual income taxes
• Assist in researching estate, gift, and trust related issues
• Handle multiple engagements at one time and meet deadlines
• Ask appropriate questions when faced with difficulties
• Produce deliverables that are clear, concise, thorough and of professional quality
• Provide guidance and feedback to staff and interns
• Facilitate and partake in office trainings and mentorship program
• Dedicated to meeting and exceeding the expectations and requirements of clients

Base pay range: $80,000.00/yr - $110,000.00/yr

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales, Accounting