Experienced Trust & Estate Accountant 

(Level: Senior to Manager or Above)

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Bormel, Grice, & Huyett, P.A., nationally recognized as one of The Best Accounting Firms to Work For by Accounting Today, is a professional, full-service accounting and financial management firm with a reputation built on responsiveness, integrity, and commitment to quality. Consider becoming a part of our close-knit, professional team where you will perform challenging work and provide trusted advice to our diverse line up of clients.

 

Strong candidates will possess:

• BA/BS in Accounting or a related field

• Minimum 5 years income tax compliance and public accounting experience related to estates and trusts

• CPA, Enrolled Agent, or working toward obtaining either license is preferred

• Ability to prioritize and manage multiple responsibilities

• Adept at analyzing current processes, identifying issues, and recommending solutions

• Proficiency with tax return preparation software (preferably CCH Axcess)

• Advanced Excel skills

 

Responsibilities

• Prepare and review tax returns, including fiduciary income tax returns, estate tax returns, and gift tax returns

• Manage and reconcile trust and estate accounts

• Assist with tasks related to estate administration

• Compute taxes owed according to prescribed federal and state rates, laws, and regulations

• Collaborate with partners as appropriate in research, development and analysis of tax planning opportunities and wealth preservation

• Perform other essential duties as needed

 

What you can expect from us

• Competitive salary, bonus, and comp-time programs

• Annual performance bonuses

• Medical, dental, vision insurance, flex spending

• 401k with employer matching

• Life insurance

• Generous paid time off policy

• Hybrid remote work opportunities

• Flexible working hours

• Annual conferences, mentorship, CPE courses, and specialized technical training

• Collaborative environment focused on career and leadership development

• Strong emphasis on quality work-life integration

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Send inquiries or resume and cover letter to ckotler@bormel-grice.com.