Estate & Trust Tax Accountant

Company: Geffen Mesher & Company PC
Location: Racine
Posted on: November 20, 2022

Job Description:

Description:Who are we??Geffen Mesher & Company, P.C. is one ofPortland's largest locally owned accounting firms: serving clients in the Northwest for more than 85 years. Our success has a lot to do with how we serve our clients and how we treat our people. We are a growing dynamic and progressive firm, seeking accounting professionals with our same passion for excellence and commitment to relationships. We are seeking a full-time candidate for this remote position.Success looks like: You will be responsible for the efficient accurate, complete, and timely preparation and review of estate, gift, and fiduciary tax returns. You can juggle multiple projects to a high degree of efficiency, and you demonstrate proficient technical skills in a variety of tax and accounting areas. You'll help business leaders look around corners, go beyond the numbers, do something different by developing rapport with clients and making a difference. Whether you intend to specialize or would rather gain exposure across many service lines, you won't be limited at Geffen Mesher. We'll encourage you to explore diverse opportunities to find your focus and thrive in your chosen career.Benefits and PerksGeffen Mesher offers a competitive salary and benefits package, including health insurance, life insurance, long-term disability, four weeks of paid time off per year, and very generous 401(K)/Profit Sharing contributions. We also offer paid parental leave for both parents, paid volunteer time, summer hour scheduling, a Dress for Your Day dress code and flexible work environment. We serve busy season meals, breakfasts, host frequent in-house socials, and have a long history of active community involvement and volunteerism.Requirements:What you bring: Your work will include, but not limited to: - Client management and liaison with estate attorneys - Analyze estate planning documents including wills, codicils, and trust instruments - Prepare and review gift tax returns, especially related to the formation of insurance trusts, marital trusts, charitable lead trusts, and charitable remainder trusts. - Preparation of fiduciary accounting - Engage in special projects related to client matters involving tax accounting, consulting, and research - Assist clients with other accounting related matters - Keep abreast of tax changes and issues that could affect our clients - Work jointly in work groups and with team members to share knowledge and contribute effectively to complete tasks, develop ideas and processes across organizational boundaries. - Adhere to the core values and standards of the organization.Basic Qualifications: - Bachelor's degree in Business, Accounting or combination of like education discipline and advanced learning. - Well qualified candidates will have three or more years' fiduciary preparation experience, preferably with a certified public accounting firm. - Certified Public Accountant (CPA) or IRS Enrolled Agent (EA), or in the process of becoming one - Experience with Caseware and ProFx software is a plus - Strong written and verbal communication skills. - Fluency in English language.Geffen Mesher is committed to providing equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities.To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm's employees, or to the Firm's resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume

Keywords: Geffen Mesher & Company PC, Racine , Estate & Trust Tax Accountant, Other , Racine, Wisconsin