Senior Trust Tax Accountant

Our client is an organization in the Milwaukee area looking for a Senior Trust Tax Accountant. Our client is looking for someone with 4+ years of experience, driven, and detail oriented. This company offers a hard-working team, flexibility, and competitive benefits. This position can be hybrid after training is complete.

The salary for this position is $120k – $140k + bonus.

The Senior Trust Tax Accountant will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Utilize CCH ProSystem FX and Thomson Reuters OneSource Trust Tax to prepare federal and state fiduciary income tax returns.
• Prepare tax returns for trusts holding complex pass-through investments.
• Review and analyze tax reporting and disclosure issues, including foreign reporting requirements.
• Compute quarterly tax estimate payments.
• Manage workflow to effectively comply with filing deadlines and client expectations.
• Preparation of other tax forms for charitable trusts.
• Assists with other duties and projects as assigned.

The Senior Trust Tax Accountant will possess the following:

EXPERIENCE REQUIRED

• Bachelor’s degree in Accounting. CPA or EA preferred.
• 4+ years of relevant experience.
• Thorough understanding of fiduciary tax law and concepts.
• Strong analytical, attention to detail, collaboration, and communication skills.
• Ability to work extensive hours during peak tax workload periods.

Equal Opportunity Employer

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.