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:
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
