Company Overview: Join our vibrant and growing firm known for its excellent culture and collaborative environment. As the oldest continuing public accounting firm in the country, we have a rich history of providing exceptional service to our clients while fostering a supportive workplace where professionals can thrive. With a team of 75 professionals, we pride ourselves on delivering personalized solutions and maintaining a strong commitment to excellence. As our fiduciary department expands, we are seeking a talented Senior Fiduciary Tax Specialist to join our team and contribute to our continued success.
Position Overview: The Senior Fiduciary Tax Specialist will play a pivotal role in our fiduciary department, responsible for the preparation and review of fiduciary income tax returns for trusts and estates, as well as gift tax returns and estate tax returns. This role will also involve providing ancillary assistance with estate tax and planning matters, collaborating closely with clients and internal stakeholders to ensure compliance and optimize tax strategies.
Responsibilities:
Prepare and review Forms 1041, 706, 709, and related schedules, ensuring accuracy and compliance with relevant regulations.
Provide expert guidance on complex tax issues related to estates, gifts, and trusts, including income taxation, deductions, exemptions, and credits.
Conduct thorough research on tax laws and regulations to stay abreast of changes and developments impacting fiduciary taxation.
Assist clients with fiduciary income tax planning and estate/gift tax planning, offering strategic advice to minimize tax liabilities and maximize wealth preservation.
Communicate effectively with clients, addressing inquiries, providing updates on tax matters, and offering proactive advice to optimize their financial situations.
Mentor and train junior staff members, fostering their professional development and contributing to the overall growth of the fiduciary department.
Participate in firm-wide initiatives and contribute to a positive and collaborative work culture.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field; CPA, JD or MST preferred.
Minimum of 3-5 years of experience in fiduciary tax preparation and planning, with a focus on estates, gifts, and trusts.
Strong knowledge of tax laws and regulations pertaining to fiduciary taxation, including familiarity with IRS forms and guidelines.
Exceptional analytical skills and attention to detail, with the ability to navigate complex tax scenarios and identify opportunities for optimization.
Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal stakeholders.
Proven leadership abilities, with experience mentoring and guiding junior staff members.
Ability to thrive in a fast-paced, dynamic environment, with a strong commitment to delivering high-quality service to clients.
Benefits:
Competitive salary commensurate with experience, including performance bonus
Comprehensive benefits package, including health insurance, retirement plans, and paid time off
Opportunities for professional development and advancement within a growing fiduciary department
1/2 day Fridays in the summer
Tuition reimbursement program
On-site gym and game room
Ample free parking
Join Our Team: If you are a seasoned fiduciary tax professional looking to take the next step in your career and join a dynamic firm with a strong commitment to excellence and collaboration, we encourage you to apply. Take advantage of this opportunity to grow with us and make a meaningful impact in our expanding fiduciary department.
Job Type: Full-time
Benefits:
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Weekends as needed
Work Location: In person

Waldron H. Rand & Company, P.C.

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Senior Fiduciary Tax Specialist

Senior Fiduciary Tax Specialist