Trust and Estate Tax Director

Innovative CPA Group LLC; Hamden (CT); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid health insurance

4 weeks vacation

Onsite gym (Shelton)

Flexible work hours

Hybrid schedule

Business casual attire

Job summary

Innovative CPA Group seeks a Trust and Estate Tax Director to lead complex estate, trust, and gift tax work across our Connecticut offices. This role offers partnership-track potential and a collaborative, employee-centric culture leveraging the latest technology.

You will manage filings, perform research, and coordinate with partners and clients while mentoring staff. A CPA and 7+ years in estate/trust administration are preferred, with a hybrid schedule possible.

Qualifications

• 7+ years of experience with estate and trust administration.
• Bachelor's or Master's Degree in Accounting or relevant field.
• CPA license is a plus.
• Experience with CCH programs is a plus.
• Knowledge of QuickBooks and Microsoft Office programs.
• Strong communication and interpersonal skills.
• Strong leadership skills and team collaboration.
• Integrity and confidentiality.
• Excellent analytical and organizational skills.
• Positive attitude and strong work ethic.

Responsibilities

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

Skills

Estate and trust administration

Leadership

Communication

Education

Bachelor's or Master's Degree in Accounting

Tools

CCH programs

QuickBooks

Microsoft Office

Job description

Trust and Estate Tax Director – Offices in Shelton, Hamden, Bethel, Ridgefield & Norwalk, CT

The Innovative CPA Group is looking for a Trust and Estate Tax Director to join our CPA firm. The Innovative CPA Group is an employee-centric firm comprised of experienced tax and accounting professionals. We have successfully built a culture of empowerment, accountability, and wide-ranging expertise. We are also truly innovative in that we leverage the latest technology to streamline our workflow, thereby improving the service to our clients. This role has Partnership track potential.

Essential 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

What You'll Bring:

• 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
• Experience with CCH programs is a plus
• Knowledge of QuickBooks, Microsoft Office Programs, etc.
• Professional and effective oral and written communication skills and interpersonal abilities
• Strong leadership skills with the ability to work well within a team environment
• Integrity, accountability, and confidentiality
• Excellent analytical, organizational skills, and attention to detail
• Positive attitude, strong work ethic, and collaborative spirit

What You'll Love About Us:

• Competitive compensation, commensurate with experience.
• 401(k) plan with employer match.
• Paid health insurance for Employees with dependent/spouse coverage at employee cost.
• 4 weeks of vacation
• Onsite gym membership (Shelton location)
• Great work environment
• Flexible work hours
• Opportunity for hybrid schedule
• Business casual attire