Job Title:
Fiduciary Tax Senior

Company: Lewis James Professional

Location: wilmington, NC

Created: 2024-04-20

Job Type: Full Time

Job Description:

Fiduciary Tax SeniorLewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Senior Trust Tax Accountant for a direct hire opportunity with a financial services client.Responsibilities:Applies federal, state and local tax laws to ensure all tax compliance and filing requirements are timely completed for moderate to complex trust, exempt organization, estate and individual federal, state and local tax returns, including gift tax and generation skipping transfer tax returns.Maintains a current review of assigned account transactions for accurate tax code assignments and account coding.Reviews new account opening documentation and sets the appropriate coding in the accounting and tax system.Reviews closing account documentation to determine tax reserves needed for payment of federal, state, and local income taxes and tax service fees.Responds to and resolves notices received by federal, state and local taxing authorities.Stays current with tax law changes and application to assigned account assignment.Provides support to trust tax accountants in training and professional development and performs secondary review of returns.Additional responsibilities as required.Supports the mission, strategy and values of BMT.Qualifications:Bachelor's degree in accounting or Business-related field or in lieu of degree - 10 years relevant trust tax preparation experience.5-10 years of trust tax experience required.Excellent PC skills with the ability to operate in multiple processing systems.Demonstrated oral and written communication skills.Experience in secondary review of tax returns.Credentialed tax professional- EA, CPA, or JD.For immediate consideration, please click "Apply" and use Job Code BHJOB11837_4048. You may also send a copy of your resume to: and enter only the following job code in the subject line: BHJOB11837_4048. Lewis James Professional is an Equal Opportunity Employer. MFDV