Estate Trust and Gift Tax Accountant

Estate Trust and Gift Tax Accountant Professional

This opportunity is for an office role (no remote or hybrid). Only candidates that live in the Hudson Valley who have an degree in Accounting will be considered.

Client is the largest CPA firm in New York's Hudson Valley with offices in Dutchess, Orange, Ulster, Columbia and Sullivan Counties and ranks 184 nationwide compared to all accounting firms. We are also rated as one of the "Best Companies to Work for in New York, in addition, we are also certified as a "Great Place to Work" and we were also ranked as a Top 100 regional accounting firm in the Mid-Atlantic market.

Our Estate Trust and Gift Tax Accountant plays a crucial role in helping individuals and families manage their wealth effectively, minimize tax burdens, and ensure the smooth transfer of assets to future generations. In addition, to tax return review this role is also responsible for supervising tax reports, tax planning, and representation services. Performance is judged on the quality of work, application of accounting knowledge, ability to meet time constraints and furthering opportunities to increase the quantity of work engagements and attracting new client relationships to the Firm. Client relationships are earned by demonstrating knowledge of best practices and offering sound advice.

Essential Duties Include the Following:

Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.

Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.

Take on the primary review of complex tax returns and maintain regular communication with clients.

Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.

Provide training and supervision to staff members, including reviewing and evaluating their work.

Occasional local travel to clients' locations may be required.

Actively solicit new client relationships

Participate in client/potential client seminars to expand networking opportunities.

Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.

Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services.

Hold self and direct reports responsible for achieving developmental goals.