Trust & Estate Tax Director — Hybrid & Growth Path

Innovative CPA Group LLC; Stony Hill (CT); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid health insurance for Employees

4 weeks of vacation

Onsite gym membership (Shelton)

Great work environment

Flexible work hours

Opportunity for hybrid schedule

Business casual attire

Job summary

Innovative CPA Group LLC seeks a Trust and Estate Tax Director to lead complex estate, trust, and gift tax work across offices in Shelton, Hamden, Bethel, Ridgefield and Norwalk, CT. This role offers partnership track potential and a collaborative, employee-centric culture.

You will guide tax planning, supervise returns, and mentor staff while leveraging cutting-edge technology to streamline workflows and deliver exceptional client service.

Qualifications

• 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

Responsibilities

• Manage, prepare, and review complex estate, trust, and gift tax returns
• Perform tax 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

Skills

Leadership

Communication

Integrity

Confidentiality

Attention to detail

Teamwork

Education

Bachelor's or Master's Degree in Accounting

Tools

CCH programs

QuickBooks

Microsoft Office

Job description

Innovative CPA Group LLC seeks a Trust and Estate Tax Director to lead complex estate, trust, and gift tax work across offices in Shelton, Hamden, Bethel, Ridgefield and Norwalk, CT. This role offers partnership track potential and a collaborative, employee-centric culture.

You will guide tax planning, supervise returns, and mentor staff while leveraging cutting-edge technology to streamline workflows and deliver exceptional client service.