2018-08-07

#Tax Supervisor #HNW
Job Opportunity at CrossPoint Consulting Inc.

Posted on Aug 7

http://www.xpoint-consulting.com    914-305-1437

Location: Cranford, NJ
Job Type: Full Time
Job ID: W4165355

Our client is a growing, top 50 accounting firm with offices nationally. This position will work out of their Cranford, NJ office serving high net worth clients in that area. You will work in our client’s Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services. Compensation includes a base pay from $80-95K plus excellent benefits and a small discretionary bonus.
 
Responsibilities:
  • Provide high level personal financial and estate compliance services
  • Prepare and review individual, fiduciary, estate and gift tax returns
  • Prepare and review estate and trust fiduciary accountings
  • Research Federal and State tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies
  • Manage all aspects of client accounts and provide timely, high quality client service that meets or exceeds client expectations
  • Provide training, professional development, career mentorship and performance feedback for staff
 
Qualifications:
  • Bachelor’s degree in Accounting
  • Master’s Degree in Taxation preferred
  • Trust and Estate specialist preferred but willing to train
  • 5+ years of recent experience in Public Accounting with an emphasis in working with high net-worth clients
  • Experience in Tax Advisory and Estate/Trust planning and compliance
  • Ability to establish and maintain good client relationships
  • Excellent oral and written communication skills
  • Proficiency in Microsoft Office applications required
  • Experience in tax preparation, fiduciary accounting and research software required
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