Trust And Estate Tax Accountant

Full Time Entry Level

Posted 1 month ago Expired

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About This Role

This is a full-time hybrid role as a Trust and Estate Tax Accountant in Greater Cleveland, responsible for preparing, reviewing, and ensuring compliance of trust and estate tax returns, while also providing strategic tax advice and consulting on related issues.

Responsibilities

  • Prepare and review trust and estate tax returns
  • Conduct tax planning
  • Ensure compliance with tax regulations
  • Collaborate with team members
  • Maintain strong client relationships
  • Provide strategic tax advice
  • Consult on estate and gift tax issues

Requirements

  • Strong technical skills in preparing and reviewing trust and estate tax returns
  • Experience in tax planning, estate and gift tax advisement, and compliance
  • Proficiency in accounting software
  • Attention to detail in financial analysis
  • Excellent written and verbal communication skills
  • Ability to effectively collaborate with team members and clients
  • Proven ability managing multiple priorities, meeting deadlines
  • Ability to work solo and on a team
  • Bachelor's degree in Accounting, Finance, or a related field

Qualifications

  • Bachelor's degree in Accounting, Finance, or a related field
  • Relevant experience in trust and estate accounting or public accounting is a plus

Nice to Have

  • Relevant experience in trust and estate accounting or public accounting

Benefits

401(k)
Summer hours
Health benefits
PTO
Vacation
Paid parking

Certifications

CPA designation or progress toward certification (Required)

About Barnes Wendling CPAs

Barnes Wendling CPAs has been serving closely held businesses and not-for-profit organizations since 1946 with offices in Northern Ohio and Florida, offering a supportive and collaborative environment with competitive benefits.

Finance
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