N Richland Hills, Texas
Arlington, Texas
Hurst, Texas in the Dallas-Ft. Worth metro area.
Posted: 07-Nov-24
Location: Houston, Texas
Type: Full Time
Categories:
Required Education:
Additional Information:
At Melton & Melton you are not simply an accountant, you are a valued member of our team.
We understand that our greatest asset is the integrity, knowledge, and dedication of our employees. Not only do we build relationships with our clients that count, but we also build them with our employees as well. That is why we provide a positive, supportive atmosphere where team members can truly enjoy spending their time.
As a mid-size locally owned firm we have the flexibility to create policies and an atmosphere that promotes a healthy work-life balance. This attitude creates a more productive environment for employees that in turn encourages personal wellbeing and results in more accurate work for our clients. We are always looking towards the future growth of the firm and all employees play a crucial role in the firm’s future.
We offer a highly competitive compensation package for our full-time team members.
As you determine the direction of your future, you must consider what is important to you in your career. If you are looking for a firm where you can develop as a professional and where your talents will be recognized and appreciated, then you’ve come to the right place.
Duties/Responsibilities:
- Prepare and review federal and state tax returns for estates, trusts, and related individuals (Forms 1041, 706, 709, etc.).
- Work with clients and legal professionals to ensure proper estate and trust tax compliance.
- Assist in the administration of estates, including calculating income, estate tax liabilities, and distribution requirements.
- Advise clients on tax-efficient estate planning strategies.
- Conduct detailed analysis and provide recommendations regarding complex tax issues related to estates and trusts.
- Stay current with relevant tax laws, regulations, and best practices in estate and trust taxation.
- Prepare financial statements and fiduciary accounting reports for estates and trusts.
- Assist in audit responses and resolution of tax disputes for estates and trusts.
- Collaborate with other departments to support client needs and ensure a comprehensive service approach.
- Participate in client meetings to discuss tax strategies, planning, and compliance.
- Supervise Associates and Interns on engagements.
- All other duties assigned by your partner or manager
Education and Experience:
- Bachelor’s or Master’s degree in Accounting (CPA or EA designation preferred).
- Minimum of 3-8 years of experience in tax preparation with a focus on estates, trusts, and high-net-worth individuals.
- Ability to make appropriate decisions regarding accounting and tax compliance matters
- Ability to perform and direct the broadest range of accounting tasks so that the direct participation of supervisors, managers or partners is kept to a minimum
- Legally permitted to be employed in the United States without requiring a visa or sponsorship.
