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Requirements:

  • 8-10 years public accounting experience with concentration in tax compliance (review of C corp, S corp, Partnerships/LLCs, complex individuals and trusts, foundations and not-for-profits returns).
  • Trust knowledge and experience in the following areas preferable:
    • Fiduciary income tax returns (Forms 1041) for simple as well as complex trusts that make distributions (required and/or discretionary), including the following:
    • CLATs (Charitable Lead Annuity Trusts)
    • CRUTs (Charitable Remainder Unitrusts)
    • Grantor trusts, including intentionally defective grantor trusts, crummy trusts, GRATs (Grantor Retained Annuity Trusts)
    • QSSTs
    • ESBTs
    • Split-Interest Trust Returns (Forms 5227)
    • Trusts with complex issues – examples: Receive K-1s from partnerships, such as investment partnerships, PTPS and hedge funds, Investment interest limitations, Passive activity losses
    • Calculating fiduciary accounting income
  • Solid tax research skills
  • Experience evaluating and mentoring staff
  • Ability to schedule and monitor multiple jobs and staff members, as well as to monitor work in process and perform billing analysis
  • Great communication skills as they may communicate often with clients and maintain client relationships
  • CPA or Masters in Taxation preferred, but not required
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