Key Facts

Remote From:

California (USA), Delaware (USA)

Full time

English

Hard Skills

Estate Planning Federal Estate And Gift Tax Tax Preparation Account Analysis Trust Administration Financial Advising Tax Compliance Tax Software

Other Skills

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Microsoft Office
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Communication
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Leadership
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Time Management
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Teamwork
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Problem Solving

Belfint, Lyons & Shuman, P.A.

About Belfint, Lyons & Shuman, P.A.

Belfint, Lyons & Shuman (BLS) is an accounting firm dedicated to serving businesses, nonprofits, estates, and trusts in Delaware, Pennsylvania and beyond. Our advisors are experts in a wide range of practice areas and industries. Whether you need traditional accounting, tax planning, and preparation; estate and trust services; compliance support; a business valuation, bookkeeping assistance or other advisory services, we are here to help you plan for your financial future. BLS is not a Big Four accounting firm, and we think that’s a good thing for our clients. While our level of expertise is just as strong, we are focused on our local community. We’ll meet with you in person, listen to your unique needs, and customize a plan that is perfectly suited for you. We’re one of the largest and oldest accounting firm in Delaware and we are here to stay. We work with a diverse range of clients: - Privately held businesses, including family-owned businesses, medical practices, law firms, and more - Nonprofit organizations - Governmental agencies and authorities - High-net-worth individuals - International businesses and individuals Services include: - Advisory services – for small businesses, estates and trusts, and legal matters - Audit and assurance - Tax services – planning and compliance for U.S. and international entities and individuals - Holding company services Whatever your needs, you can count on BLS to provide first-class service with the utmost confidentiality. To learn more, please visit www.belfint.com or contact us at info@belfint.com.

Founded: 2018

Company size: 51 - 200

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Job description

Job Type

Full-time

Description

BLS, one of the largest and most established certified public accounting firms in Delaware, is seeking a professional to join our Estate & Trust Practice Area. Interested individuals must have expertise and in-depth knowledge of estate and trust taxation including, gift, estate, inheritance, and other fiduciary tax issues for individuals and entities.

Requirements

Preparing tax returns that include complex gift, estate, and fiduciary income for individuals and entities, including Forms 1041, 1041A, 5227, 990PF, 706, and 709
Providing guidance and advice on estate planning, anticipated or recent inheritance, lifetime charitable giving, and asset protection
Maintaining current knowledge of creating a trust and interpreting trust documents
Forecasting tax liability based on past and future transactions
Developing and maintaining relationships with client attorneys and financial advisors
Making inquiries to various tax authorities
Reviewing changes in work performed from prior years, considering changes in client's accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
Conducting tax planning and consultations with clients
Mentoring new staff on assignments

Other qualifications include:

Bachelor's degree in Accounting
3-7 years public accounting experience in a tax environment
CPA certification or evidence of working towards certification
Broad tax knowledge on gift, estate, and fiduciary income tax issues
Ability to work independently
Supervisory experience and client relations skills, preferred
Working knowledge of ProSystems/Axcess software, Thomson Reuters Checkpoint, Microsoft Office and other programs related to tax planning, depreciation and accounting, preferred

BLS is a Fourteen-Time Winner of the News Journal's Top Workplaces Award and an independent member firm of PrimeGlobal, one of the most expansive associations of independent accounting firms in the world. We offer opportunities for growth and a diverse workload with flexible hours, competitive salary, generous signing bonuses, excellent benefits, state-of-the-art technology and continued training. Compensation will be comparable to experience and qualifications.

Flexible Schedules Available