Trust & Estate Tax Director - Hybrid & Growth Path

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

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.