What are the responsibilities and job description for the Tax Preparer position at Thompson Hine LLP?
We are currently searching for an experienced, full-time (40 hours per week) Personal/Fiduciary Tax Advisor and Preparer in any of our following offices; Cincinnati, Cleveland, Columbus, or Dayton. This position is classified as a non-attorney professional. This role is responsible for performing a variety of tax return preparation and filing, fiduciary accounting tasks- including estate and tax planning projections-, and estate and trust administration analytics.
Responsibilities include, but are not limited to;
- Preparation of individual income tax returns and gift tax returns.
- Preparation and review of all types of fiduciary tax returns, including federal estate tax returns, income tax returns for trusts and estates, Generation-Skipping Transfer tax forms, information returns for private foundations, and tax returns for charitable trusts. Forms 1041, 1040, 5227, 990-PF, 709 and 706.
- Assisting in the response of IRS audits including the written draft response and coordination of exhibits.
- Maintaining group task management database to accurately track deadlines of tax returns, annuity payments, Form 709s and ETIPs.
- Providing support to lawyers as part of client team, which includes running calculations for interest on notes, tax projections and estate plans, analytical analysis, financial modeling, tax projections, and estate planning flow charts.
- Working closely with clients regarding accounting and tax issues pertaining to individuals, partnerships and corporations.
- Researching relevant tax laws related to tax preparation.
Qualified candidates should have a Bachelor’s degree and at least 5 years’ experience in a related field, or an equivalent combination of education and experience. Applicants must also be a CPA or have an Enrolled Agent Designation to be considered for this position.
The individual in this role will be working primarily in a team setting. As such, those who prefer to work alongside and cooperatively with others would be best-suited for this opening. Thorough tax preparation experience and the ability to effectively manage a fast-paced and high-volume workload are essential to being successful in this role. Familiarity with ProSystems, GEMS, and Number Cruncher is highly desired. This position demands superb written and verbal communication skills, as well as the ability to interact with High Net Worth clients.
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Job Type: Full-time
Schedule:
- Monday to Friday
COVID-19 considerations:
Currently the Firm is limiting in-office personnel to maintain social distancing, requiring masks for those not vaccinated, and maintaining immediate alert and cleaning procedures when we're made aware of an exposure.
Education:
- Bachelor's (Preferred)
License/Certification:
- CPA (Preferred)
Work Location: One location