Tax Accountant

Profile

Tax Accountant

The candidate will primarily report to two senior paralegals, a senior associate attorney and two partners who represent closely-held businesses and trusts and estates, providing transactional business, real estate, estate administration, and estate/tax planning services. Preparation of detailed asset and cash flow spreadsheets, financials and diagrams supporting complex tax transactions as directed by Firm Partners. Preparation of and/or review of trust accountings. Preparation of inventories of assets for clients’ estates (both during clients’ lives and upon death). Bookkeeping for clients with large estates, including tracking entity distributions and promissory note payments, ensuring proper payments are made, preparing amortization schedules, etc. Preparation of Estate Tax Returns (Form 706) and Gift Tax Returns (Form 709) (no prior experience necessary). Preparation of special projects as directed by attorneys. Maintenance of meticulous electronic and hard copy files. Management of client relationships. Client communication. Should have 3+ years of experience in public accounting, looking for a new environment.

Should have organizational and computer skills, including the ability to multitask and manage several projects at one time. Must have strong Excel skills. Experience in Word and PowerPoint is needed. Must be detail-oriented, team players, highly dependable, and have excellent grammar, spelling, oral, administrative, and interpersonal skills.

Additional Information

Requisition ID: 1055. Submit resume, cover letter and 3 references.

Company info

Brown & Streza LLP
40 Pacifica Suite 1500
Irvine
California
United States 92618
Phone : 949-453-2900
Fax : 949-453-2916
Website : http://www.brownandstreza.com/