Senior Accountant- Trust, Estate, and Gift Tax at Copeland Buhl

Plymouth, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

13 Apr, 26

Salary

0.0

Posted On

13 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trust Tax, Estate Tax, Gift Tax, Tax Returns, Collaboration, Communication, Research, Technical Expertise, Microsoft Office Suite, Teamwork, Client Management, Tax Compliance, Problem Solving, Attention to Detail, Time Management, Chargeable Hours

Industry

Accounting

Description

Description Copeland Buhl is looking to add a Senior Accountant to our High Net Worth market segment. The High Net Worth market segment guides clients in managing and growing generational wealth, working seamlessly with their team of trusted advisors to deliver strategic insights that align with their financial vision and help preserve their legacy. As a Senior Accountant you will be responsible for organizing and driving client deliverables individually or as part of a team. Additionally, you will utilize strong technical abilities to ensure thorough compliance. Key Responsibilities: Draft and/or review Trust (1041), Estate (706), and Gift (709) tax returns. Collaborate cross-departmentally to gather information and resolve client matters. Communicate effectively with Trustees and Beneficiaries as needed. Research tax laws and offer support on technical tax issues. Work collaboratively in a team environment with all levels including partners. Share technical expertise to support the firm and clients. Required Qualifications: Bachelor's degree in accounting. Trust, estate, and/or gift tax experience. Proven ability to meet firm standards for chargeable hours and realization. Experience serving as a Staff Accountant or in a similar role. Proficient with Microsoft Office Suite. Preferred Qualifications: Either Certified Public Accountant (CPA) or Enrolled Agent (EA). Experience with Individual (1040) and Partnership (1065) tax returns. CCH Axcess Suite experience. Benefits: Hourly pay (Time and a half over 40 hours) Additional earned time off available 401(k) with company match Medical with company contribution to HSA Firm provided and tracked CPE Copeland Buhl invests in people by offering more than a role, we offer a path. Through meaningful work, ongoing development, and a flexible approach to work-life balance, we support each individual’s unique career journey. Our competitive compensation and benefits reflect the value of your contributions, while our collaborative culture fosters authentic relationships and a strong sense of community. At Copeland Buhl, you can build a career for your life. Copeland Buhl is an Equal Opportunity Employer.

Responsibilities

The Senior Accountant will draft and review Trust, Estate, and Gift tax returns while collaborating with various departments to resolve client matters. Effective communication with Trustees and Beneficiaries is essential, along with research on tax laws and providing technical support.