Stan Hamlet Associates Inc.

60 E. 42 Street, Suite 4600, New York, NY 10165

Trusts and Estate Supervisor (CPA required)

Trusts and Estate Supervisor (CPA required)

Salary commensurate with experience

  • Minimum 6 years of recent public accounting experience.

  • Review of gift, estate, fiduciary income, individual income, partnership and private foundation tax returns.

  • Familiarity with application of passive activity rules to non-grantor trusts and estates.

  • Experience with 1040NRs for foreign grantor and non-grantor trusts extremely helpful (but not required).

  • Working knowledge of state/local income tax for multi-state filers.

  • Basic knowledge of partnership taxation.

  • Respond to federal and state tax notices.

  • Analyze trust documents to determine income tax status (grantor vs. non-grantor, simple vs. complex).

  • Analyze trust documents to determine existence of Crummey powers.

  • Develop, motivate, and train staff level team members.

  • Develop and sustain strong client relationships.

  • Keep up to date on current tax practices and changes in tax law.

  • Strong verbal and written communication skills with the ability to articulate complex information.

  • Manage day-to-day client and team relationships.

  • Excellent command of Excel.

  • Working knowledge of CCH Pro System.

  • Experience with paperless environment, such as Engagement, helpful (but not required).

  • Experience with BNA Income Tax Planner helpful (but not required).


Contact a Stan Hamlet Associate: 212-685-4884. Or Contact Stan Hamlet: 914-953-9028