PKF O'Connor Davies

  • Tax Senior or Supervisor - Trust & Estate

    Job Locations US-NJ-Cranford
    # of Openings
    1
    Category
    Tax
  • Overview

    The Tax Senior or Supervisor will work in our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services. Responsibilities include but are not limited to:

    Essential Duties

    • Provide high level personal financial and estate compliance services
    • Prepare and review individual, fiduciary, estate and gift tax returns
    • Prepare and review estate and trust fiduciary accountings
    • Research Federal and State tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
    • Manage all aspects of client accounts and provide timely, high quality client service that meets or exceeds client expectations
    • Provide training, professional development, career mentorship and performance feedback for staff

    Qualifications

    • Bachelor’s degree in Accounting
    • Master’s Degree in Taxation preferred
    • Trust and Estate specialist preferred but willing to train
    • 3+ years of recent experience in Public Accounting with an emphasis in working with high net-worth clients
    • Experience in Tax Advisory and Estate/Trust planning and compliance
    • Ability to establish and maintain good client relationships
    • Excellent oral and written communication skills
    • Proficiency in Microsoft Office applications required 
    • Experience in tax preparation, fiduciary accounting and research software required

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