Senior Tax Associate - Trusts/Estates
Job Description
Title: Senior Tax Associate
Classification: Full-Time, Exempt
Reports to: Tax Manager
*No agency or recruiter submissions - direct applicants only*
Excellent opportunity to be part of an independent, successful, family-oriented Professional Services Firm that provides a healthy work/life balance, flexibility, and career growth. We have been named a Top Workplace by Hearst Media Group and received several awards/recognitions: Accounting Today, Top Firms: New England, Inside Public Accounting Top 400 Firms, Best of Accounting Award! With offices in Ridgefield and New Canaan CT, Reynolds + Rowella provides accounting and advisory services to individuals and businesses. We’re proud to be one of the few independent regional accounting firms in Fairfield County—offering the expertise and reach of a large firm with the personal touch of a close-knit team, where quality always comes before quantity.
Why work with Reynolds + Rowella? We offer:
·Healthy Work/Life Balance – Hybrid Work Schedules
·Rewarding Working Culture – team building and volunteer events, employee-led committees
·Coaching/Mentorship Programs for our staff
·Competitive Compensation + bonuses
·401(k) savings plan with company match
·Strong Comprehensive Benefits: Medical, Dental, Vision, Voluntary/Company Paid
·Life Insurance, short/long-term disability insurance, Medical FSA and Dependent Care
·Generous PTO Program + Paid Holiday Schedule
·Tuition/CPA exam & study materials reimbursement, including paid weekly study time
·Summer Flex Time/Hours – off Fridays
·Dress for your day policy
Summary of Position:
- The Senior Tax Associate - Trusts/Estates - will play a key role in our Trust & Estate practice, supporting high-net-worth individuals and families. This role is primarily focused on trust, estate, and fiduciary tax work, while also contributing to day-to-day client interaction for individual and business tax engagements.
Essential Functions:
- Prepare complex trust, estate, fiduciary tax returns within minimal supervision.
- Assist with estate and trust planning strategies
- Research complex trust and estate tax issues and apply findings to client situations to ensure accuracy/implementation of specific tax law
- Work directly with high-net-worth individuals, family groups, advisors on trust and estate matters
- Support preparation of individual tax returns and, to a lesser extent, corporate, partnership
- Analyze financial statements and records to identify planning opportunities and reduce tax exposure
- Manage multiple client engagements simultaneously, ensuring timely and accurate delivery
- Communicate proactive with clients regarding project status, documentation requests, and planning considerations
- Collaborate with internal teams and leadership on client service strategy and engagement planning
Minimum Qualifications
- Bachelor’s degree in accounting or Master’s degree in accounting or taxation or related field
- Minimum 5 year’s accounting and tax experience with a focus and exposure to trusts and estates
- Exp. with a variety of income tax filings; e.g. trust, individual required; S-Corp/Partnership a plus
- Understanding of and sensitivity to confidential information
- Ability to meet time constraints and client deadlines
- Ability to work overtime from January - April 15 (may be in excess of 55 hours per week). Occasional overtime work required throughout the year.
- Ability to multi-task and manage a complex workload to meet reporting deadlines
Reynolds + Rowella, LLP is an Equal Opportunity Employer and does not discriminate against qualified applicants with regard to race, color, religion, age, sex, national origin, disability, sexual orientation, genetics or veteran status. In addition to federal law requirements Reynolds + Rowella, LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment. This job description indicates in general terms, the type and level of work performed. The duties described are not to be interpreted as being all-inclusive and management reserves the rights to add, modify, change or rescind the tasks as assigned at any time. Nothing in this position description changes the at-will employment relationship existing between the company its employees.