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