Senior Tax Accountant - Trusts and Estates

Stevens, WI Full Time
POSTED ON 3/22/2024

Description

Enjoy the fast-paced environment and intellectually rewarding nature of tax season, coupled with the flexibility, personal and professional growth opportunities offered outside of busy season in this tax-facing role. Experience a variety of industries and niche areas, expand your accounting skillset, and learn from talented CPAs via talent development and mentorship opportunities. Love what you do and do what you love in this dynamic role with career advancement opportunities. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career. 

Requirements

Responsibilities: 

• Build new and existing client relationships and demonstrate basic knowledge of client's businesses.

• Complete tax planning, along with occasional specialty duties, such as business valuations or estate planning.

• Prepare and assist in reviewing Form 1040 tax return and Form 1041 trust tax return, and preparation of trust accountings for state court review. As well as review and preparation of Form 706 federal estate tax, and inheritance tax. 

• Prepare research memoranda, written correspondence/guidance, and other documents for submission to the IRS or other taxing authorities.

• Manage multiple clients, budgets and production goals.

• Prepare compiled and reviewed financial statements.


Qualifications: 

• Bachelor’s Degree in Accounting

• CPA Certification preferred or eligible

• 3-5 years of recent public accounting experience 


Culture and Core Values:

KerberRose offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture: 

• Honesty

• Integrity

• Respect

• Balanced Life

• Community Oriented


Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.


Benefits:

• Mentorship and Talent Development Program Opportunities

• Continuing Professional Education

• Paid Time Off and Holidays

• Employer Matching 401(K) & Profit-Sharing Plan

• Financial incentive for CPA, and Enrolled Agent designations

• Health, Dental, Vision, and Life Insurance

• Flex Spending Account/Section 125 Plan

• Health Care Reimbursement Account

• Short-Term and Long-Term Disability

• Wellness Reimbursement and Programs

• Student Loan Repayment Program

• Business Development Incentives


KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting’s Top 200 Firms.


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