Gift, Estate and Trust Tax Specialist

Description

Cotton + Allen

A legacy of success since 1921
Big-firm resources. Small-firm feel. Cotton + Allen represents the best of both worlds in public accounting.

We are proud to be a local firm with deep, strong roots in our community. As one of the area’s oldest and largest accounting firms, we have helped to develop many of the region’s finest businesses–and its most respected leaders. Our clients know we truly enjoy what we do and we constantly hone our skills to do it even better.

the cotton + allen difference
Our firm offers all of the opportunities of a large public accounting firm, balanced by a hands-on work environment and interaction with senior professionals that employees at many larger firms never experience. We work on a wide range of business and financial issues for a wide variety of clients. And we stay on track by bringing our unique combination of resources, talents, and experience to bear on helping our clients succeed, our staff develop personally and professionally, and our community grow and prosper.

fast-paced careers
At Cotton + Allen, we hire the best candidates and give them all the tools they need to succeed. Not just the latest technology, training, and benefits, but also the personal support and career attention our outstanding people deserve. Our team members know that their opinions count, their work is appreciated, and their talents are recognized. We all work together for the good of the client.

And as a member of the RSM McGladrey Network, we give you access to the talent and training resources of a national organization of more than 6,700 professionals in more than 300 locations. This affiliation allows Cotton+ Allen to offer the industry expertise, services, and methodologies that match many larger firms.


The Gift, Estate and Trust Tax Specialist responsibilities include:

Work with partners and others team members to develop effective tax planning methodologies and comprehensive compliance solutions for our clients

Become the in-house Gift Estate and Trust Tax Expert

Prepare and Review complex Gift, Estate and Trust Tax returns. 

Manage appropriate number of client engagements.  (Including and not limited to engagement staffing, product quality, timeliness, thoroughness and accuracy)

Develop and maintain the status of a trusted advisor to our clients.

Manage, coach and or mentor less experienced team members on engagements

Minimal travel