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• Must have in-depth experience in preparation of Federal Estate Tax Returns (Form 706) and Gift Tax Returns (Form 709)
• Demonstrated technical knowledge in trust and estate tax returns
• Excellent analytical and problem-solving skills
• Strong written and oral communication skills
• Ability to perform multiple engagements and meet deadlines
• Team player that can also work well independently

• Prepare Federal Form 706 estate tax returns, Form 709 gift tax returns, state estate or inheritance returns and federal and state fiduciary income tax returns in compliance with tax laws and regulations.
• Work with clients, the estate’s attorney, related professionals, and internal engagement team to resolve tax-related issues and administration matters.
• Review, analyze, and interpret trust documents and wills and develop knowledge about tax implications of language in documents.
• Responsible for meeting time constraints and client deadlines
• Begin acquiring the skills necessary to develop quality client relationships
• Participate in firm training courses to further develop technical skills
• Provide excellent client service by producing quality work, quick turnaround, and attentive service
• Assist in tax research related to trust and estate laws
• Assist team in developing new processes and improve existing processes to streamline services for estate compliance and estate related tax consulting.


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June 15, 2024