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Job Description: Estate & Trust Tax Senior
- In addition to the Duties required for E&T Tax Staff
- Work on forms 8971
- Work on more complex returns
- Responsible for initiating billing procedures
- Increased client contact, including phone calls and emails.
- Including initiating client contact
- Increased project responsibility
- Including requesting information, first review and ensuring return is completed and mailed to client.
- Draft IRS notice responses without guidance, for review
- First review of simpler returns and projects
- Work on delegating simpler projects to interns and staff for preparation of returns for Partner’s first review
- Work up a budget
- Gather information and client contact
- Answer preparer questions
- Training on any software, simple technical issues and procedures
- Actively manage due date list and look ahead to see what work can be done
- Manage firm gift (709) tax return due date list
- Checking on projects whether they can be rolled, need to request information, reminder emails to management about status.
- Increase tax research skills
- Maintain and increase technical and professional knowledge
- CPA JD or EA license required
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