Senior · Regional
Porte Brown LLC · Elk Grove Village, McHenry, Elgin, Woodridge, Illinois
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Prepare and review estate trust tax returns and related planning for individual and closely held business clients.
Worth knowing: Must have experience with Forms 1041 709 and 706
“CPA Exam Bonus”
Position Purpose/Summary We are currently seeking a Senior Tax Accountant with a specialization in Estate and Trust to join our talented team. The Senior E & T Accountant is responsible for organizing client assignments and projects including the completion of assigned tasks and project components as well as coaching and mentoring team members in client and self-development expectations. Duties and Responsibilities · Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters. · Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals. · Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting. · Reading through trust agreements and wills to determine appropriate filings and estate structure. · Complete monthly and quarterly accounting projects at client locations · Demonstrate an interest in practice development. · Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm. · Actively supports new initiatives. · Identify opportunities to improve assignment profitability and efficiency. · Pursues self-development opportunities. · Work as an effective team member to complete project components and assigned tasks. · Must be able to manage own work schedule. · Actively work to build networking, marketing and business development skills. Requirements Position Qualifications · 3+ years of current Public Accounting Experience · Experience preparing Form 1041 Fiduciary Income tax returns. · Experience preparing Form 709 Gift Tax returns. · Experience preparing Form 706 Estate Tax returns. · Experience preparing Deceased Taxpayer Income Tax returns. · BA/BS Degree in Accounting, Finance, or related field. · CPA Certification; or eligible to sit for the CPA exam. · Proficiency with tax software, MS Office, and working knowledge of QuickBooks. · Strong client rapport and project management skills · Strong technical knowledge and skills · Strong problem-solving capabilities. · Ability to multi-task and manage multiple projects simultaneously. · Organization – Managing your own schedule. · Excellent verbal and written communication skills with ability to focus on complex financial information.
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