John Mayer

Estate Specialist/Tax Accountant   IDR is seeking a Estate Specialist/Tax Accountant to join one of our largest clients. If you are looking for an opportunity to join a large organization and work within an ever-growing team-oriented culture, please apply today!   Position Overview/Responsibilities for the Estate Specialist/Tax Accountant: 

• Prepare Federal and State fiduciary income tax and gift returns.
• Handle trust accountings, including conservatorship and estate accountings, for submission to the relevant court.
• Prepare tax returns for foundations, such as 990PFs, and manage the application process for exemption recognition (Form 1023).
• Stay updated on changes and developments in tax laws.
• Prepare probate documents and related paperwork.

Required Skills for the Estate Specialist/Tax Accountant: 

• Experience filing 1041 forms
• Experience using a Documentation Management System 
• Excel
• Prior experience in a client facing role 
• CPA is preferred