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Estate and Trust Tax Expert/Manager

Company:
Latitude
Location:
Gaithersburg, MD
Posted:
April 23, 2024
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Description:

Job Title: Estate and Trust Tax Expert/Manager Location: Gaithersburg, MD (Hybrid) Job Type: Full-time, Hybrid (Combination of remote and on-site) Salary Range: $140,000 - $160,000 per year Required Experience: CPA certification (Required) 5-6 years of accounting experience, with a focus on estate and trust taxation Ability to read and interpret trust agreements Proficiency in performing accounting tasks based on trust financial information and preparing tax returns Job Description: We are seeking a skilled Estate and Trust Tax Expert/Manager to join our team in Gaithersburg, MD.

This position offers a hybrid work arrangement, allowing flexibility between remote and on-site work.

The ideal candidate will possess a CPA certification and extensive experience in estate and trust taxation, with the ability to read trust agreements and perform accounting tasks to prepare accurate tax returns.

Key Responsibilities: Review and interpret trust agreements to understand tax implications Perform accounting tasks based on trust financial information Prepare estate and trust tax returns accurately and in compliance with applicable laws and regulations Analyze complex tax situations and provide strategic tax planning advice to clients Communicate effectively with clients to address inquiries and provide guidance on tax matters Stay updated on changes in tax laws and regulations affecting estate and trust taxation Qualifications: CPA certification (Required) 5-6 years of accounting experience, with a focus on estate and trust taxation Strong analytical skills and attention to detail Excellent communication and interpersonal skills Ability to work independently and manage multiple tasks effectively Proficiency in tax preparation software and MS Office suite Benefits: Competitive salary range of $140,000 - $160,000 per year Hybrid work arrangement for enhanced work-life balance Comprehensive benefits package including health insurance, retirement plans, and paid time off Opportunities for professional development and advancement Collaborative and supportive work environment

Full Time

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