Tax Specialist (CPA)

$75,300 - $130,000/Yr

Sherman & Howard L.L.C. - Denver, CO

posted 3 months ago

Full-time - Mid Level
Denver, CO
Justice, Public Order, and Safety Activities

About the position

Sherman & Howard is seeking a full-time Tax Specialist in our Denver office. The Tax Specialist applies the principles of fiduciary accounting to review and analyze financial information and prepare income, estate, and gift tax returns. This role is crucial in ensuring compliance with tax regulations and providing expert guidance in tax planning for estates and trusts. The Tax Specialist will be responsible for preparing and filing various tax returns, including Federal and state estate tax and gift tax returns, as well as fiduciary income tax returns. Additionally, the specialist will prepare estate and trust inventories and accountings, ensuring that all financial information is accurately documented and reported. The position also involves preparing informational returns for tax-exempt entities and engaging in estate and gift tax planning, which includes performing actuarial and interest computations for various trusts such as QPRTs, GRATs, CRATs, and CLUTs. Maintaining and updating estate and trust accounts and records, particularly tax information, is a key responsibility. The Tax Specialist will also respond to IRS and state tax agency audit inquiries, providing necessary documentation and explanations as required. Furthermore, the role includes assisting with all tax-related aspects of estate and trust administrations, including the development of efficient distribution strategies to optimize tax outcomes for clients. This position requires a proactive approach to tax compliance and planning, as well as the ability to work collaboratively with attorneys, clients, and other staff members to ensure that all tax matters are handled efficiently and effectively.

Responsibilities

  • Prepares and files Federal and state estate tax and gift tax returns
  • Prepares and files Federal and state fiduciary income tax returns
  • Prepares estate and trust inventories and accountings
  • Prepares informational returns for tax exempt entities
  • Engages in estate and gift tax planning (actuarial and interest computations i.e., QPRTs, GRATs, CRATs and CLUTs)
  • Maintains and updates estate and trust accounts and records (tax information)
  • Responds to IRS and state tax agency audit inquiries
  • Assists with all tax-related aspects of estate and trust administrations, including development of efficient distribution strategies

Requirements

  • Certified Public Accountant (CPA) License
  • 3+ years of experience working in a trust and estate practice at a law firm, CPA firm, or bank
  • Ability to communicate effectively, both orally and in writing
  • Ability to organize, prioritize and multi-task, while working effectively under pressure to meet deadlines
  • Ability to establish good rapport with attorneys, clients, and other staff
  • Bachelor's Degree preferred

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Long term disability insurance
  • Flexible spending account
  • 401K
  • Paid Time Off
  • Paid holidays
  • Bonus opportunities
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