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High Net Worth Trust & Estate Senior

Company: The Execu - Search Group
Location: Torrance
Posted on: January 4, 2022

Job Description:

A CPA Firm located in California is actively seeking an analytical and dynamic professional to join their staff as their new -High Net Worth Trust & Estate Senior. In this role, the -High Net Worth Trust & Estate Senior will prepare and review complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Responsibilities The -High Net Worth Trust & Estate Senior will:

  • Prepare and review fiduciary accountings for estates and trusts
  • Provide tax planning and consulting to the firm's high net worth client for estate and individual income taxes
  • Research and consult on various estate, gift, and trust-related issues
  • Identify additional estate and income tax planning opportunities for clients
  • Oversee billing and collections of clients
  • Manage, coach, and mentor staff, seniors, and supervisors
  • Research and draft memorandum involving complex tax matters
  • Identify and implement tax planning opportunities
  • Oversee complete tax research projects for a variety of clients and diverse industries
  • Manage multiple engagements concurrently with various teams to efficiently meet client deadlines
  • Conduct constructive discussions with team members on their evaluations and providing counsel accordingly
  • Participate in professional development programs as an instructor or discussion leader Qualifications
    • Bachelor's degree in Accounting -
    • CPA license, JD, or a Master's of Science in Taxation
    • 5+ years of prior experience working in the tax department of a public accounting firm with experience leading multiple engagements and supervising staff, and an emphasis on Gift, Estate, and Trust knowledge
    • Strong technical tax skills
    • Exceptional client service and communication skills
    • Ability to manage multiple engagements and competing projects -
    • Strong training and mentoring skills
    • Demonstrated leadership skills
    • Excellent organizational and project management skills

Keywords: The Execu - Search Group, Torrance , High Net Worth Trust & Estate Senior, Accounting, Auditing , Torrance, California

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