Prepare and review complex individual, corporate, partnership, and trust tax returns
Conduct tax research and stay current on developments in federal, state, and trust tax law
Assist with tax planning strategies and projections for businesses, and estates/trusts
Work closely with clients to gather information, provide updates, and deliver high-quality service
Participate in internal and external training to expand technical knowledge and leadership skills
CPA license required or actively pursuing CPA certification (must be in progress)
3–5+ years of tax experience in a public accounting firm or similar environment
Strong knowledge of individual, business, and trust taxation
Experience working directly with clients and managing multiple priorities
Excellent written and verbal communication skills
Proficiency in tax software and Microsoft Office Suite
Strong organizational skills and attention to detail
Familiarity with trust tax law, estate planning, and fiduciary tax matters