Job Description

About us

Love Public Accounting but hate the hours? We have the position for you!

Mason + Rich, CPAs is seeking an experienced, ambitious, career-minded Trust and Estate Specialist (certified public accountant) to join our team of committed professionals. We know that working arduous hours and having no fun is not what you dreamed of. Instead, we offer flexibility and freedom for our CPAs. We know you have families and a life and we value that. We have those things too.

Trust and Estate Specialist

The Trust & Estate Specialist plays a vital role in managing and preparing tax returns for trusts, estates, and gift taxes, providing expert guidance to clients and team members. This role requires in-depth knowledge of trust and estate taxation, as well as the ability to integrate these concepts with individual, gift, and estate tax planning. The specialist is responsible for ensuring accurate, timely, and compliant trust tax filings, managing a diverse client portfolio, and guiding clients through the complexities of their trust documents. They mentor and train junior staff, collaborate with attorneys and other professionals to develop effective tax strategies, and seek opportunities to enhance the firm's trust tax services. Additionally, the role involves maintaining strong client relationships, advising on tax planning, and contributing to the growth of the firm's trust tax practice.

Responsibilities

Responsibilities include, but are not limited to, performing various tasks associated with tax return engagements, specifically individual tax and trust tax.

Is able to sign tax returns and communicate results to client, with experience doing so (REQUIRED) Can utilize various accounting software to pull client information Ability to adhere to deadlines and prioritize appropriately Help assess and prepare a projection of expected tax liability Prepare individual (1040), trust (1041) and gift (709) tax returns. Ability to recognize the need for an amended return and assist with preparation as needed Assist with client tax notices Ability to research new tax situations Ability to stay up to date on changing tax laws Strong communication and organization skills Attentive to detail A willingness to adapt and embrace new software Ability to commute or relocate to Concord, NH Other duties as assigned by management

Required Qualifications

CPA designation Degree in Accounting or relevant experience Public accounting experience Ability to manage client relationships A strong interest in pursuing a career in public accounting An interest in applying information technology to an accounting environment
We offer a comfortable and friendly work environment, competitive pay and generous benefits.

Equal Opportunity Employer -
Mason + Rich, P.A. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Type: Full-time

Pay: $77,250.00 - $92,700.00 per year

Benefits:

401(k) Dental insurance Disability insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Life insurance On-site gym On-the-job training Paid time off Professional development assistance Vision insurance
Application Question(s):

Do you have your Certified Public Accountant (CPA) license? (REQUIRED)
Ability to Commute:

Concord, NH 03301 (Required)
Ability to Relocate:

Concord, NH 03301: Relocate before starting work (Required)
Work Location: In person