Job Description
Qualifications
Minimum of 3-5+ years of experience in tax accounting, with a focus on trust taxation
Proficiency in tax preparation software and Microsoft Office Suite
Responsibilities
The Trust Tax Accountant is responsible for managing the tax obligations of trust accounts, ensuring compliance with all relevant tax laws and regulations
This role involves preparing and filing tax returns, conducting tax research, and providing strategic tax planning advice to optimize trust tax positions
Prepare and file federal, state, and local tax returns for various types of trusts
Perform detailed tax research and stay updated on current tax laws and regulations affecting trusts
Analyze trust documents to ensure proper tax treatment and compliance
Provide strategic tax planning advice to minimize tax liabilities and maximize benefits for trust beneficiaries
Collaborate with attorneys, financial advisors, and other professionals to ensure comprehensive trust administration
Respond to tax notices and manage tax audits or inquiries as necessary
Maintain accurate and organized tax records and documentation
Minimum of 3-5+ years of experience in tax accounting, with a focus on trust taxation
Proficiency in tax preparation software and Microsoft Office Suite
Responsibilities
The Trust Tax Accountant is responsible for managing the tax obligations of trust accounts, ensuring compliance with all relevant tax laws and regulations
This role involves preparing and filing tax returns, conducting tax research, and providing strategic tax planning advice to optimize trust tax positions
Prepare and file federal, state, and local tax returns for various types of trusts
Perform detailed tax research and stay updated on current tax laws and regulations affecting trusts
Analyze trust documents to ensure proper tax treatment and compliance
Provide strategic tax planning advice to minimize tax liabilities and maximize benefits for trust beneficiaries
Collaborate with attorneys, financial advisors, and other professionals to ensure comprehensive trust administration
Respond to tax notices and manage tax audits or inquiries as necessary
Maintain accurate and organized tax records and documentation
💡 Quick Summary
Seeking a career-building opportunity? The Accountant position is now open for candidates interested in the Accountant Jobs sector. This role in City of Milwaukee offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
