Senior Trust and Estate Tax Accountant

Who We Are

Our Purpose: We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community.

Our Vision: We are committed to utilizing our position as the preeminent independent accounting and professional services firm in Central Virginia to make a positive difference for our clients and our community.

Our Mission: We will use our expertise and entrepreneurial spirit to:

- Nurture future leaders through a supportive, challenging, and enjoyable work environment

- Provide the highest quality professional services to our clients

- Utilize our outstanding team and maximize their effectiveness by promoting a healthy balance between work and daily life

- Work with clients and team members to accomplish their desired results

Responsibilities

- Prepare and review fiduciary income tax returns

- Prepare and review complex estate tax returns and related schedules

- Prepare and review complex gift tax returns and related schedules

- Research and stay up-to-date on federal and state estate tax laws and regulations

- Advise clients on estate planning strategies to minimize estate tax liability

- Collaborate with attorneys and other professionals involved in estate planning

- Train and mentor junior staff members

- Manager probate and other estate administration processes

What we’re looking for

- Bachelor's degree in accounting or a related field

- CPA certification required

- 5 years of experience in estate and fiduciary tax accounting

- Strong understanding of estate tax laws and regulations

- Excellent analytical and problem-solving skills

- Strong communication and analytical skills

- Highly motivated with a strong work ethic and a team player

- Tech-savvy with proficiency in Microsoft Office Suite

- Ability to make informed decisions and stay organized with a keen attention to detail

- Ability to multi-task, problem-solve, and work under pressure

- High level of professionalism

- Ability to maintain confidentiality of client information

- Ability to adapt to specialized tax and accounting software

The perks!

- Career growth opportunities

- Competitive salary compensation based on experience

- Paid holidays and paid time off

- Full benefits including:

- 401(k) and profit sharing plan

- Medical

- Dental

- Vision

- HSA

- FSA

- Life insurance

- Parental leave

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