Senior Associate Gift and Estate

Company: VirtualVocations
Location: Irvine
Posted on: October 30, 2024

Job Description:

A company is looking for a Senior Associate in Gift, Trust, & Estate.

Key Responsibilities

Review trust and gift tax returns, focusing on estate returns and Form 706
Manage multiple projects while ensuring compliance with strict timelines and regulations
Collaborate with firm leaders to deliver accurate and high-quality results for high net-worth clients

Required Qualifications

3+ years of experience in tax accounting
Experience reviewing Forms 706, 709, and 1041
Ability to navigate financial statements and legal documents
Exceptional organizational skills for managing complex projects
Proficiency with Microsoft Office applications

Keywords: VirtualVocations, Alhambra , Senior Associate Gift and Estate, Accounting, Auditing , Irvine, California

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