Crest Key is a successful and growing law and CPA firm focusing on estate planning, probate and trust administration, tax preparation and international inbound investment into Nevada and Colorado. We are seeking a Certified Public Accountant looking for a new experience that is a departure from the typical accounting firm experience. You will be trained on how to use your accounting skills directly helping and benefiting our clients with their estate planning, probates and trust administrations, and inbound investment into the US. We are focused on providing our clients with straight forward information because we take seriously how we impact the lives of our clients and family members. While our focus will be on fiduciary accountings and tax preparation, we also assist businesses, US citizens, and foreign nationals in preparation of income tax returns.
This position will work closely with an experienced Attorney who is also a CPA who specializes in preparation of fiduciary accountings pursuant to the Nevada and Colorado Revised Statutes for trusts and estates. You will be trained and guided to successfully complete fiduciary accountings that will include preparation of inventories filed with state courts, determining elections to take deductions or reporting income on the deceased’s last individual income tax return or on a fiduciary income tax return. Creditor claims are to be compiled, analyzed, and accounted for. Fiduciary accountings will trace from filed or published inventories of deceased assets, through statements of increases and decreases, calculated beneficiary/heir equity, and through filed fiduciary income tax returns and amounts reported on K-1s.
Duties and Functions
Income tax preparation for individual, corporations, partnerships and fiduciaries. Tax preparation of estate and gift tax returns. Preparation of fiduciary accountings according to Nevada and Colorado Revised Statutes. Preparation of inventories filed with state courts.
Possess 2 - 4 years of experience in accounting and tax preparation.
Excellent writing, communication, interpersonal and organizational skills
Advanced computer skills, including the ability to use standard desktop software programs, such as Word and Excel, QuickBooks and Office 365.
Attention to detail, self-starter, able to manage multiple projects and prioritize issues under deadline.
Ability to think and plan strategically and collaboratively work with all levels of staff and clients.
Additional Salary Information: Contribution funding support towards medical benefits.
Professional licensing dues paid for one licensing state.
Continuing professional education funding support.
About Crest Key Legal and Accounting Partners
Crest Key is a law and accounting firm with attorneys focusing on and accountants specializing in personal, business and international matters focusing on estate planning, probate and trust administrations and litigation, business planning, and tax planning and preparation.
Because we are deeply connected to our clients’ journeys, we bring strategic and analytical focus to bear, dispensing with clutter and finding solutions with clear direction. We take a caring approach and are very focused on improving the lives of everyone who walks through our doors. We are your personal advisor, your business enabler and your international envoy. We solve your problems.
Our approach is to build awareness of your situation by spending time with you and asking questions relevant to your specific needs and desired outcome. We are a live connection to your interests locally or abroad and connect you to effective strategies for positive outcomes.
We pride ourselves on enabling business success by providing advice on business structures, maintenance and planning. We are tax professionals who have been dealing with taxation matters, including tax controversies, for more than 20 years. Our wo...rk with businesses has ensured we take a progressive approach to business and create evolutionary change for our clients.