Trust and Estate Tax Manager/Director
Locations: Shelton, Hamden, Bethel, Ridgefield & Norwalk
We are one of the fastest growing firms in Connecticut and are seeking a Trust and Estate Tax Manager/Director to join our team. This is an employee-centric firm comprised of experienced tax and accounting professionals. The company has successfully built a culture of empowerment, accountability, and wide-ranging expertise. The firm leverages the latest technology to streamline workflow and improve client service. This role has partnership track potential.
Essential Responsibilities:
• Manage, prepare, and review complex estate, trust, and gift tax returns
• Perform tax and accounting research with the aid of research tools and communicate with partners and/or clients
• Understand complex estate and trust administration, including probate filings, probate accountings, and reviewing federal and state estate tax returns
• Draft and review responses to tax notices from various federal and state tax agencies
What You'll Bring:
• 7+ years of experience with estate and trust administration
• Bachelor’s or Master’s Degree in Accounting or relevant field required
• CPA license is a plus
• Experience with CCH programs is a plus
• Knowledge of QuickBooks, Microsoft Office Programs, etc.
• Professional and effective oral and written communication skills and interpersonal abilities
• Strong leadership skills with the ability to work well within a team environment
• Integrity, accountability, and confidentiality
• Excellent analytical and organizational skills, and attention to detail
• Positive attitude, strong work ethic, and collaborative spirit
What You'll Love About Us:
• Competitive compensation, commensurate with experience
• 401(k) plan with employer match
• Paid health insurance for employees with dependent/spouse coverage at employee cost
• 4 weeks of vacation
• Onsite gym membership (Shelton location)
• Great work environment
• Flexible work hours
• Opportunity for hybrid schedule
• Business casual attire