Senior Tax Associate- Trust & Estate at Stockman Kast Ryan + Co in Colorado Springs, Colorado

Posted in Other 11 days ago.

Type: full-time





Job Description:

SENIOR TAX ASSOCIATE
Location: Colorado Springs, CO

Pay Range: $68,000-$88,400 per year

Who We Are
Have you dreamed about waking up and going to work while having a breathtaking view of America's Mountain!? Make your dream a reality by working with SKR+CO, located in the heart of downtown Colorado Springs.

At SKR+CO we work hard and play hard. Our biggest asset is YOU. With our competitive compensation, benefits, and fantastic culture, we love to have fun at work and at multiple company events throughout the year. And how about 36-hour work weeks, 17 weeks a year, during May, July, and late October through December?!

What We Offer
  • PTO: 4 weeks accrued per year for full-time employees
  • 8 paid holidays
  • 401(k) Plan, 3% annual match (100% vested immediately)
  • Medical insurance, Dental insurance, Vision insurance
  • $25K life insurance (company paid)
  • Short-term disability, long-term disability (company paid)
  • Company-paid events (Happy Hours, Employee Appreciation week, Friends + Family Event, and many more!)
  • Robust training program
  • Paid CPA exams, study time, and passing bonus
  • Tuition reimbursement- Master of Taxation
  • March/April- complimentary meals 4 nights a week
    • ...plus, many more perks and benefits
What We're Looking For
  • 3+ years trust/estate experience in public accounting or trust office role.
  • Bachelor's degree in Accounting, Finance, or related field.
  • Proficient with Microsoft Excel, Word, Outlook, and Adobe Reader/Pro.
  • Colorado CPA license, or actively pursuing certification or Enrolled Agent.
What You'll Be Doing
As a Senior Tax Associate at Stockman Kast Ryan + Co you will be responsible for developing client relationships and preparing tax returns for Trust & Estate clients.

Duties & Responsibilities
  • Develop client relationships and serve as a trusted advisor.
  • Participate in client meetings to assist with answering questions, review returns, research tax issues, and be involved in strategic tax planning.
  • Review workpapers and tax returns prepared by tax consultants and other department professionals including technically complex returns.
  • Lead, coach and develop tax consultants.
  • Knowledge and experience preparing 1040 individual tax returns.
  • Knowledge and experience preparing 709 gift tax returns.
    • Understanding of gift and Generation Skipping Transfer (GST) tax rules.
  • Knowledge and experience preparing 1041 estate and trust tax returns.
    • Electing Small Business Trust (ESBT) Returns.
    • Trust accounting concepts.
    • Understanding of Distributable Net Income and its relationship to income taxation.
  • Knowledge and experience preparing 706 estate tax returns.
    • Experience with reading Wills.
    • Experience with Trust Agreements.
    • Knowledge of various 706 schedules and requirements.
Competencies
  • Ability to maintain a high level of accuracy and confidentiality.
  • Excellent written communication skills including strong spelling and grammar.
  • Excellent verbal and interpersonal communication skills and present a professional image.
  • Must be organized and have the ability to set priorities and meet deadlines while working independently.
  • Dedication to client service, meets client deliverables both internal and external.
  • Maintains a positive attitude, good communication and working relationship with support staff, colleagues, and supervisors.
How You Can Grow
Unlike traditional accounting firms, at SKR+CO you create your own personalized career paths. With dedicated advisors to guide you, we'll assist you in a successful future.

Sound like something you're ready to jump into? Then apply today!
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