Senior Tax Accountant

Summary:

· We are currently seeking a Senior Tax Accountant with a specialization in Estate and Trust to join our talented team.

· The Senior E & T Accountant is responsible for organizing client assignments and projects including the completion of assigned tasks and project components as well as coaching and mentoring team members in client and self-development expectations.

Duties and Responsibilities

· Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters.

· Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals.

· Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting.

· Reading through trust agreements and wills to determine appropriate filings and estate structure.

· Complete monthly and quarterly accounting projects at client locations

· Demonstrate an interest in practice development.

· Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm.

· Actively supports new initiatives.

· Identify opportunities to improve assignment profitability and efficiency.

· Pursues self-development opportunities.

· Work as an effective team member to complete project components and assigned tasks.

· Must be able to manage own work schedule.

· Actively work to build networking, marketing and business development skills.

Requirements

· 3+ years of current Public Accounting Experience

· Experience preparing Form 1041 Fiduciary Income tax returns.

· Experience preparing Form 709 Gift Tax returns.

· Experience preparing Form 706 Estate Tax returns.

· Experience preparing Deceased Taxpayer Income Tax returns.

· BA/BS Degree in Accounting, Finance, or related field.

· CPA Certification; or eligible to sit for the CPA exam.

· Proficiency with tax software, MS Office, and working knowledge of QuickBooks.

· Strong client rapport and project management skills

· Strong technical knowledge and skills

· Strong problem-solving capabilities.

· Ability to multi-task and manage multiple projects simultaneously.

· Organization - Managing your own schedule.

· Excellent verbal and written communication skills with ability to focus on complex financial information.

Certification, Licenses, Registrations:

· CPA, in progress or soon to be in progress.

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.