Senior Tax Associate, Trust & Estate

Ascend Partner Firms•Chapel Hill, NC

7d•Hybrid

About The Position

Blackman & Sloop is seeking a Senior Tax Associate with specialized experience in the preparation and/or review of fiduciary tax returns. This position focuses primarily on trust, estate, gift and individual tax compliance and consulting for our high net-worth clients. You will be expected to manage clients independently and possess project management, analytical, interpersonal, and oral and written communication skills. Our company is team-oriented and prides itself on providing quality work and excellent customer service in a family-friendly, superior working environment. This position offers substantial growth potential and the opportunity to advance. Additionally, a sense of humor is a must!

Requirements

2 - 3+ years tax prep & review experience
Experience with preparation and/or review of high-net-worth individual, trust, estate and gift returns
Excellent project management, analytical, interpersonal, and communication skills
Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines

Nice To Haves

CPA/EA license or candidate
3-5+ years of related experience with a CPA firm
Knowledge of CCH Axcess Tax and CCH Engagement

Responsibilities

Apply tax knowledge to preparation and review of individual, trust, estate and gift returns.
Work effectively in analyzing estate and trust documents.
Gather data from client and third party sources.
Perform research as needed to support tax stances and to satisfy client's objectives.
Client management and participation in business development.