We are looking for a Tax Specialist to support estate, trust, and gift tax matters for clients in Chilton, Wisconsin. This position partners with families, attorneys, and financial professionals to deliver accurate filings, thoughtful guidance, and dependable compliance support. The ideal candidate brings strong technical knowledge in fiduciary and transfer tax matters and is comfortable working through detailed financial and legal documentation.
Responsibilities:
- Advise clients and their outside accounting professionals on tax considerations related to estates, trusts, and wealth transfer matters.
- Conduct discussions with clients and legal counsel to address estate planning questions and explain tax implications tied to individual circumstances.
- Prepare and examine federal estate tax filings, including Form 706, to ensure complete and accurate reporting.
- Complete and review federal gift tax returns such as Form 709 in alignment with applicable regulations and deadlines.
- Manage fiduciary and estate income tax filings, including Form 1041, Wisconsin Form 2, and supporting schedules or related submissions.
- Collect and organize source materials such as valuations, asset inventories, financial statements, and other records required for return preparation.
- Analyze estate, gift, and trust tax rules to determine filing obligations, identify planning considerations, and support compliance decisions.
- Maintain thorough documentation, track key due dates, and respond to questions or notices from taxing authorities as needed.
- At least 5 years of experience working with estate, trust, gift, or fiduciary tax matters.
- Demonstrated expertise in preparing or reviewing estate tax returns, gift tax returns, and fiduciary income tax filings.
- Strong understanding of estate planning concepts, transfer tax rules, and tax compliance requirements.
- Experience collaborating with attorneys, accountants, and clients on complex tax situations.
- Ability to interpret financial records, appraisals, and supporting documentation with a high degree of accuracy.
- A credential such as CPA or IRS Enrolled Agent is strongly preferred.
- Excellent organizational skills with the ability to manage multiple filings and meet critical deadlines.