Senior Tax Consultant- Trust & Estate Job at Stockman Kast Ryan + Company, Colorado Springs, CO

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  • Stockman Kast Ryan + Company
  • Colorado Springs, CO

Job Description

SENIOR TAX CONSULTANT

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 Consultant 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!

Job Tags

Holiday work, Full time, Temporary work, Immediate start, Night shift,

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