Job Description

Job Description

Position Title - Accountant/CPATrust and Estate

FLSA Status - Non-Exempt

Position Summary: The accountant/CPA position requires independent judgment to plan, prioritize and organize diverse workloads. Must be a critical-thinker and have the ability to problem solve.

Individuals in this position will have direct contact with clients, therefore must have the ability to maintain positive client relationships and customer service. Good communication, both verbal and written, is essential in this position.

Essential Duties and Responsibilities:

• Coordinating tax compliance and planning responsibilities for our multistate environment
• Maintaining visibility in the Estate and Trust community
• Maintaining existing business relationships and cultivating new ones
• Maintaining relationships with and advise clients in Estate and Trust matters
• Perform extensive tax compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax

Knowledge, Skills and Abilities Required:

• Experience providing gift and estate planning strategies to high-net-worth clients
• Experience in working with estate tax, gift tax and fiduciary income tax returns
• Knowledge of fiduciary accounting concepts
• Technical expertise in relevant areas
• Ability to provide seamless, integrated services to clients
• Strong project management skills
• Excellent written and verbal communication skills
• Good interpersonal skills with attorneys and staff at all levels of the firm
• Self-starter, highly organized and motivated
• Ability to work 9 hour daily schedule M-Th with ½ day on Fridays, overtime as needed, and maintain an acceptable level of attendance and punctuality.
• Ability to communicate critical information by conveying the information clearly, accurately, honestly and concisely in accordance with company and practice area policies and procedures.

Requirements:

• Bachelor's or Master's degree in Accounting or related field required
• Minimum 3 to 5 years of experience with a public accounting and/or professional services firm or law firm
• CPA required
• MST, a plus
• Prefer Valuation Certification

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential duties, responsibilities or requirements.

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