Trust and Estate Tax Director

Innovative CPA Group LLC; West Norwalk (CT); Hybride; USD 150 000 - 230 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

401(k) plan with employer match

Health insurance for employees

4 weeks of vacation

Onsite gym (Shelton)

Hybrid schedule

Business casual attire

Résumé du poste

Innovative CPA Group LLC seeks a Trust and Estate Tax Director to lead complex estate, trust, and gift tax work across our Connecticut offices. The role offers partnership track potential and a client-focused, collaborative team environment in Shelton, Hamden, Bethel, Ridgefield, and Norwalk.

Ideal candidates bring 7+ years of estate/trust experience, a degree in Accounting, and CPA credentials (preferred). Experience with CCH, QuickBooks, and MS Office is valuable. Hybrid work options available.

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 and ProSystem fx a plus.

Responsabilités

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

Connaissances

Estate and trust tax experience

Team leadership

Excellent communication

CPA license preferred

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