JOB SUMMARY: At our client’s Trust Company you will work effectively across departments for various tax and business needs while working with high-net-worth clients. You’ll assist with tax preparation and prepare financial reports when needed.

Duties expected: Stay current with tax new/existing technological developments to help identify and improve processes.

• Standard State/local tax return work during busy season.
• During non-tax season, the ideal candidate will reach out to clients to make sure they’re Tax and Trust needs are being met.
• ZERO overtime expected even during busy season!

Education/Experience: Bachelor’s degree in Accounting. CPA desired. Public Accounting desired.