Essential Duties: 

Provide high level individual, trust, estate, gift and foundation tax compliance services as well as estate planning advisory services Review individual, trust, estate, gift and foundation returns Review estate and trust fiduciary accountings Handle Federal and State tax notices and audits Research Federal, State and International tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies Manage all aspects of client accounts and foster client relationships Review and analyze estate planning related legal documents Business development including networking, public speaking and authoring Trust and Estate related articles Manage other members of the group including monitoring their workload and training and assisting them Stay current on new tax legislation

 

Qualifications: 

BA/BS degree in Accounting from an accredited college/university required; Master’s in Taxation preferred Active CPA or EA licensed required 6+ year’s progressive experience in public accounting required Extensive experience in Tax Advisory and Estate/Trust planning and compliance Ability to establish and maintain good client relationships Excellent verbal and written communication skills Proficiency in Microsoft Office applications required Experience with reviewing fiduciary, gift and estate tax returns Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA Experience with research software and memo writing required Must be able to work additional hours as needed to meet client deliverables

 

PKFODA is an equal opportunity employer.  The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

 

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