• Prepares timely filed fiduciary, gift tax, foundation, partnership,  and personal tax returns with an emphasis on more complex tax returns  and problem resolution.

• Works closely with the Director in both a supportive and collaborative process.

• Works with more Junior Tax Accountants as an available resource.

• Provides backup coverage for the Director when s/he is absent from the office.

• Communicates directly with the clients of the department as authorized;  and, as assigned, will review the tax preparation work of other Tax  accountants.

• Provides expert tax advice to the Director, to the  other Tax Accountants, and/or to the clients of the department  including the Partners of the Private Client Service Department as is  requested.

• Participates in the new hire interview process and  may be asked to provide his/her input in the performance review process  of more junior Tax Accountants and for the tax accounting support staff.

• Additional responsibilities as assigned.

Qualifications: 

• Bachelor’s degree required with a master’s in taxation preferred.

• 5 to 7+ years’ tax preparation experience working with fiduciary,  charitable, gift, partnership, and personal tax preparer with experience  in some or all phases of tax preparation and tax problem analysis and  resolution.

• Prior tax accounting experience in a mid-size or larger professional industry work environment is preferred.

• Able to work on significantly complex tax preparations with minimal direct supervision.

• Experience working with ProSystem-FX and OneSource Trust Tax software.