Description:

Our Client is a top 25 CPA firm with offices in the Northeast. No relocation provided, only consider local candidates. Client prefers candidates out of mid-size public accounting firms. Position is based in Bridgewater, NJ.


Required:

CPA/JD & Current public accounting experience in a top 100 CPA Firm

· Perform Estate planning for High Net Worth individuals, including family succession planning.
· Prepare estate and trust income tax returns and gift tax returns
· Research Federal and State estate and federal income tax issues
· Prepare spreadsheet analysis for presenting estate planning ideas
· Work could expand into international estate planning issues and issues confronting resident and nonresident aliens.
· Travel between offices in NJ & midtown NYC


Requirements:

· 4 to 5 years experience in the Trust and Estates area
· Understanding of Federal estate taxes, NJ estate and Inheritance taxes
· Understanding of federal income tax issues
· Working knowledge of estate planning issues and techniques
· Understanding of trust and will provisions
· Understanding of generation skipping taxes and planning desired
· Understanding of the Uniform Probate Code a plus
· Strong research and writing skills