The CPA Group is one of the fastest-growing firms in Connecticut, and we are looking for a Trust and Estate Tax Manager to join our team of 50 professionals. The Group is an employee-centric firm comprised of experienced tax and accounting professionals. We have successfully built a culture of empowerment, accountability, and wide-ranging expertise. We are also truly in that we leverage the latest technology to streamline our workflow, thereby improving the service to our clients.

Essential Responsibilities:

Manage, prepare, and review complex estate, trust, and gift tax returns.

Perform tax and accounting research with the aid of research tools and communicate with partners and/or clients.

Understand complex estate and trust administration, including probate filings, probate accountings, and reviewing federal and state estate tax returns.

Draft and review responses to tax notices from various federal and state tax agencies.

What You'll Bring:

7+ years of experience with estate and trust administration.

Bachelor’s or Master’s Degree in Accounting or relevant field required.

CPA license is a plus.

Experience with CCH programs is a plus.

Knowledge of QuickBooks, Microsoft Office Programs, etc.

Professional and effective oral and written communication skills and interpersonal abilities.

Strong leadership skills with the ability to work well within a team environment.

Integrity, accountability, and confidentiality.

Excellent analytical, organizational skills, and attention to detail.

Positive attitude, strong work ethic, and collaborative spirit.

What You'll Love About Us:

Competitive compensation, commensurate with experience.

401(k) plan with employer match.

Paid health insurance for Employees with dependent/spouse coverage at employee cost.

4 weeks of vacation/unlimited sick days.

Onsite gym membership.

Great work environment.

Flexible work hours.

Remote or hybrid options are available for the right candidate.

Business casual attire.

Job Type: Full-time

Salary: $120,000.00 - $165,000.00 per year

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Shelton, CT 06484: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• How Many years of Real Estate Experience do you have ?

Education:

• Bachelor's (Required)

Work Location: One location

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