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Income Tax & Estate Specialist in Somerset, NJ at Vaco

Date Posted: 12/18/2018

Job Snapshot

Job Description

Our client, located in Somerset County is adding a Income Tax and Estate Specialist to the team.

In this role the ideal candidate will be responsible for:

  • Income tax strategy, research, and analytics
  • Coordinating the income tax planning and filing processes of the firm, including managing the tax software, hiring and training seasonal staff, and the workflow of the tax season
  • Income tax return preparation, reviews and filing
  • Building and maintaining income tax planning models
  • Responding to tax authority notices and audits
  • Gift and estate tax strategy research, planning, return preparation and filing
  • Support of cash flow projection modeling, executive compensation evaluations, investment strategy analytics, estate planning support and other client services
  • Interaction with clients on income tax & estate matters, as needed

Requirements for the position include:

  • Bachelor's degree and an active CPA, EA, or other tax professional credential
  • Minimum of 5 years of income tax preparation and filing experience for high net worth individual clients
  • 3 years of experience using CCH ProSystem fx tax preparation software, preferred
  • Strong knowledge and understanding of income tax law, tax return preparation and compliance, and a commitment to continued learning
  • Ability to research tax issues and concisely communicate tax law interpretation & calculations
  • Poise and professionalism to interact with end clients
  • Must have a positive attitude and be energetic, productivity focused and a team player
  • Must be analytical, thorough, detailed, organized and results-oriented
  • Competent with MS Word, Excel, Internet Research, and BNA Tax Planning software
This is an excellent direct-hire, permanent opportunity with health benefits, annual bonus and the opportunity to grow with the company.