Estate & Trust Senior Associate

Job Summary

A company is looking for a Senior Associate in Estate & Trust.

Key Responsibilities

• Prepare complex trust and estate income, gift, and estate tax returns
• Perform trust accounting and assist with drafting estate plans
• Assist with probate and estate administration, including filing documents with the court

Required Qualifications

• Bachelor's Degree in Accounting, Finance, or related field
• 2+ years of applicable experience
• Strong computer skills and proficiency in accounting software
• Knowledge of Internal Revenue Code, tax law, and tax processes
• Previous estate and trust experience is preferred