Senior Associate Gift and Estate
Company: VirtualVocations
Location: South Bend
Posted on: November 6, 2024
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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, Kentwood , Senior Associate Gift and Estate, Accounting, Auditing , South Bend, Michigan
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