Trust and Estate Tax Manager/Director

Job Description

Job Description

Trust and Estate Tax Manager/Director – Offices in Shelton, Hamden, Bethel, Ridgefield & Norwalk

The Innovative CPA Group is one of the fastest growing firms in Connecticut, and we are looking for a Trust and Estate Tax Manager/Director to join our team. The Innovative CPA Group is an employee-centric firm comprised of experienced tax and accounting professionals. We have successfully built a culture of empowerment, accountability, and wide-ranging expertise. We are also truly innovative in that we leverage the latest technology to streamline our workflow, thereby improving the service to our clients. This role has Partnership track potential.

Essential Responsibilities:

• Manage, prepare, and review complex estate, trust, and gift tax returns

• Perform tax and accounting research with the aid of research tools and communicate with partners and/or clients

• Understand complex estate and trust administration, including probate filings, probate accountings, and reviewing federal and state estate tax returns

• Draft and review responses to tax notices from various federal and state tax agencies

What You'll Bring:

• 7+ years of experience with estate and trust administration

• Bachelor’s or Master’s Degree in Accounting or relevant field required

• CPA license is a plus

• Experience with CCH programs is a plus

• Knowledge of QuickBooks, Microsoft Office Programs, etc.

• Professional and effective oral and written communication skills and interpersonal abilities

• Strong leadership skills with the ability to work well within a team environment

• Integrity, accountability, and confidentiality

• Excellent analytical, organizational skills, and attention to detail

• Positive attitude, strong work ethic, and collaborative spirit

What You'll Love About Us:

• Competitive compensation, commensurate with experience.

• 401(k) plan with employer match.

• Paid health insurance for Employees with dependent/spouse coverage at employee cost.

• 4 weeks of vacation

• Onsite gym membership (Shelton location)

• Great work environment

• Flexible work hours

• Opportunity for hybrid schedule

• Business casual attire