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Supervisor
O'Connor Davies, LLP
Cranford, NJ, United States
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Overview
The Tax Senior or Supervisor will work in our Trust and Estate Practice which provides Estate Planning Services and Tax Compliance Services. Responsibilities include but are not limited to:
Essential Duties
• 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
• 3+ 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
Not ready to apply? Connect with us for general consideration.