Trust and Estate Tax Director

Innovative CPA Group LLC; Shelton (CT); Hybride; USD 140 000 - 190 000; Plein temps

Avantages offerts par ce poste

401(k) match

Paid health insurance for employees

4 weeks vacation

Onsite gym Shelton

Flexible work hours

Hybrid schedule

Business casual attire

Résumé du poste

Innovative CPA Group LLC seeks a Trust and Estate Tax Director to join our firm with partnership track potential. You will lead complex estate and trust tax work, supervise staff, and collaborate with partners to deliver client-first service.

The ideal candidate brings 7+ years of estate/trust experience, CPA- preferred, and strong communication skills. We offer a hybrid schedule, competitive pay, and a supportive, tech-forward environment.

Qualifications

• 7+ years of estate and trust administration experience.
• Bachelor's or Master's Degree in Accounting or related field.
• CPA license is a plus.
• Experience with CCH programs is a plus.
• Knowledge of QuickBooks and Microsoft Office suite.
• Strong oral and written communication and interpersonal skills.
• Leadership ability and collaborative mindset.
• Integrity, confidentiality and attention to detail.

Responsabilités

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

Connaissances

Estate/trust tax

Leadership

Communication skills

CPA license preferred

Tax research

Technology literacy

Formation

Bachelor's or Master’s in Accounting

Outils

CCH programs

QuickBooks

Microsoft Office

Description du poste

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