Tax & Trust Senior Accountant


Work with clients to obtain additional information on taxable income and deductible expenses and allowances.
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Prepare or assist in preparing simple to complex tax returns for individuals.
Compute taxes owed or overpaid and complete entries on forms, following tax form instructions and tax tables.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Answer questions and provide future tax planning to clients.
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Explain federal and state tax laws to individuals and companies.



Minimum Education:

4-year degree in Accounting/Taxation

Required Experience:


3 + years of public accounting experience
Personal and trust tax experience, including projections, planning and analysis.
Preferred Experience:

Write ups, preparation of business financial statements, preparation of business returns and projection.


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Reference number US_EN_2_022924_141413