Senior Tax Liaison - Enrolled Agent

Job Summary

A company is looking for a Tax Liaison Senior - Fiduciary and Estate.

Key Responsibilities

• Coordinate with outside vendors to ensure compliance with fiduciary tax needs and review tax returns
• Prepare and review tax forms for federal, state, and local jurisdictions, ensuring proper coding for new accounts
• Assist with tax notices, audits, and inquiries, while providing guidance to less experienced tax accountants

Required Qualifications

• Bachelor's degree in a relevant field
• 2+ years of relevant professional experience
• CPA, Enrolled Agent, or JD designation required within one year of hire
• Experience with Trust and Estate Tax and Generation Skipping Tax review
• Ability to analyze trust agreements for tax compliance