Hybrid Fiduciary Tax Supervisor bei Smith Elliott Kearns & Company LLC

Description

Do you have experience with estate and trust accounting and taxation? Or are you looking to join a team that will allow you to learn about estate and trust accounting and taxation?  Then SEK, may be the firm you are looking for, especially if you are…

Technically Skilled: Demonstrate strong knowledge of tax laws, compliance, and planning strategies.

Resourceful Problem-Solver: Develops creative and effective solutions to navigate complex tax challenges. 

Forward-Thinking: Anticipates tax-saving opportunities and process improvements.

Client-Centered: Builds long-term relationships as a trusted advisor, delivering value that goes beyond compliance.

Growth-Oriented: Seeks development opportunities personally, within the firm and their clients.

We are seeking an experienced Fiduciary Tax Supervisor to join our dynamic team. In this role you will play a pivotal role in  providing expert guidance to clients, and leading a team of professionals. This role works closer with the Fiduciary Tax Manager and reports directly to the Partner. 

A Day in the Life of a Fiduciary Tax Supervisor...

• Responsible for working on  multiple engagements, ensuring client satisfaction and timely completion.
• Preparation of fiduciary income tax returns.
• Preparation of Federal Form 706 and Maryland Form MET 1.
• Preparation of Pennsylvania inheritance tax return (REV-1500).
• Preparation of probate administration with the Orphans’ Court.
• Preparation of the Federal Form  709 for Gift Tax Returns.

Requirements

• Bachelor’s Degree in Accounting.
• Desire and determination to become a CPA or Active CPA license.
• 3-5 years experience preparing fiduciary income tax return, estate tax returns and estate and trust accountings.
• Professional demeanor towards  duties and responsibilities, particularly with regard to professional ethics and the exercise of professional judgment.
• Demonstrates problem-solving, organizational, interpersonal, project management, and communication skills.
• Assisting in the development and training of staff. 
• Strong community orientation.
• Proficient in Excel and other Microsoft applications.
• Knowledge of UltraTax a plus.

Why should you join SEK?

Our firm offers team members an excellent career track along with a professional and growth-oriented work environment. We offer flexible schedules, study time, and reduced hours in the summer in order to support employee needs to balance their personal and work life. We value our community and offer paid time on the clock to volunteer. In addition, we strive to provide and maintain a positive work environment where each employee feels encouraged to contribute to our processes, decisions, planning, and culture.

SEK CPAs & Advisors Benefits & Perks:

• 3+ weeks of PTO
• Flexible schedules (including half-day Fridays in the summer)
• Teleworking
• Dress for your day policy (jeans included)
• 401k profit sharing plan
• Tuition Reimbursement Program
• Individual Medical Insurance covered by SEK

At SEK CPAs & Advisors, we don't just provide accounting services – we create value and foster trust. What over 60 years ago as a small, three-partner firm in Maryland has grown into one of the premier CPA and advisory firms in the area. With offices in Camp Hill, Carlisle, Chambersburg, Hanover, and York, PA, as well as Hagerstown, MD. The firm is proud to be built on a foundation of integrity, responsiveness, empowerment, quality of life, and community. 

We believe industry-focused, high-performing teams are essential to delivering high-quality and innovative solutions to our clients. Therefore, continuous learning, leadership development, and integrating work-life flexibility are critical components of our strategic plan. 

At SEK, successful client service experiences are achieved by providing multiple services, frequent and ongoing communication, and a forward-thinking approach, thereby becoming a trusted business advisor throughout the lifecycle of a business or organization.

EOE STATEMENT - We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or gender, national origin or ancestry, age, physical or mental disability, marital status, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.