Are You Ready to Take Control of Your Career Path?

We have an excellent opportunity for an experienced and motivated Tax Senior to join our firm in the Estate, Gift, and Trust Group.

Our Estate, Gift, & Trust Tax Senior is newly in a position of advanced technical aptitude and supervisory responsibilities.  A Senior must be able to handle more complex assignments than the staff, begin to learn the complete process of managing all tasks regarding client work, and take a lead role in developing/reviewing the work of less experienced staff.  The Senior role is the bridge between the staff, who are executing the client-service related tasks, and the management, who are strategizing and overseeing successful completion of efficient engagement activity and top quality client service.  

• Demonstrates knowledge of all technical aspects of the estate, gift, & trust area, including related knowledge of necessary systems and procedures
• Handles more complex tasks and projects within discipline/ function
• Reviews work of less experienced staff and shares knowledge to develop staff technical skills
• Ensures top quality client service and oversees client service performance of staff
• Assists management in planning and managing engagement activity and follows through to achieve results
• Builds client relationships and maintains smooth working relationship
• Responds timely and accurately to internal team and client requests
• Seeks new ideas and better ways of accomplishing job and company goals

• Increasingly builds knowledge base of the estate, gift, and trust service offerings
• Participates in mentoring, training, recruiting, retention and team-building activities; effectively delegates, supervises, trains and mentors all staff
• Proactively seeks knowledge, new tasks and responsibilities
• Maintains appropriate compliance with all firm wide and local office policies and procedures
• Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others

The Benefits

• Compensation competitively on the role, credentials, and experience
• Discretionary annual bonus plan
• Comprehensive benefits package
• Continuous learning opportunities and CPE classes
• Great prospects for career advancement
• Work/life balance
• Amazing family-like culture of a small office with the benefits of a large firm

Education

• Minimum Bachelor’s degree or equivalent technology experience
• 2-6 years in relevant position
• Public accounting or other professional services environment preferred
• Must maintain required CPE credits annually 

Legal / Compliance

• Must complete acknowledgement of Corporate Policy and Compliance Manual
• Must complete acknowledgement of Employee Manual document
• Must complete acknowledgement of Independence Guidelines and Ethical Standards document
• Governmental engagements require ability to obtain a security clearance from the United States government.