Overview
Senior Tax Associate, Trust & Estate Jobs in Chapel Hill, USA at Ascend
Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential.
About Blackman & Sloop
At Blackman & Sloop, we hire great people and give them a great place to work. We listen to what our employees value, and being a local firm gives us the advantage of flexibility. Our secret to retaining staff is a positive culture, strong community involvement, and a dedication to constantly increasing our competencies. We are a single-office firm with approximately 45 full-time staff.
For 7 consecutive years, we’ve been honored as one of Accounting Today’s “Best Accounting Firms to Work For”! We’ve also been recognized by Business North Carolina as one of the “Best Employers in North Carolina” list for the past 4 years. Most recently, we are proud to have received BDO’s award for outstanding workplace culture! We believe we’re receiving this recognition based on our commitment to and from each employee, regardless of level.
As an independent member of the BDO Alliance, we have access to the resources of BDO USA, LLP, the world’s 5th largest accounting and consulting firm. Additionally in April 2024, we made the strategic decision to join Ascend to usher us in our next stage of growth. What this means to you is that while we’re a local accounting firm, our reach and expertise have no boundaries.
Each member of our staff has access to an unlimited amount of resources to gain valuable information on levels that most local firms do not encounter.
The Role
Blackman & Sloop is seeking a Senior Tax Associate with specialized experience in the preparation and/or review of fiduciary tax returns. This position focuses primarily on trust, estate, gift and individual tax compliance and consulting for our high net-worth clients.
You will be expected to manage clients independently and possess project management, analytical, interpersonal, and oral and written communication skills. Our company is team-oriented and prides itself on providing quality work and excellent customer service in a family-friendly, superior working environment. This position offers substantial growth potential and the opportunity to advance. Additionally, a sense of humor is a must!
Key Responsibilities
- Apply tax knowledge to preparation and review of individual, trust, estate and gift returns.
- Work effectively in analyzing estate and trust documents.
- Gather data from client and third party sources.
- Perform research as needed to support tax stances and to satisfy client’s objectives.
- Client management and participation in business development.
Required Qualifications
- 2 – 3+ years tax prep & review experience
- Experience with preparation and/or review of high-net-worth individual, trust, estate and gift returns
- Excellent project management, analytical, interpersonal, and communication skills
- Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines
Preferred Qualifications
- 3-5+ years of related experience with a CPA firm
- Knowledge of CCH Axcess Tax and CCH Engagement
Who We Look For
A perceptive team-player who excels in a progressive & collaborative environment, blending sharp analytical skills with exceptional communication. A detail-oriented leader who embodies critical thinking & high standards. A proactive professional, committed to delivering outstanding service while embracing and driving curiosity & innovation.
Location
At Blackman & Sloop, we’ve designed a flexible hybrid work structure that enables both teamwork and independence, enhancing our employees’ work experience while promoting personal well-being.
What We Offer
Title: Senior Tax Associate, Trust & Estate
Company: Ascend
Location: Chapel Hill, USA
Category:
