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