Estate & Trust Associate/Senior

Summary of Job Duties

Condley and Company, LLP is hiring both Associates (entry-level) and Seniors (2+ years experience) for its Estate and Trust department.

Estate & Trust staff with Condley and Company receive hands-on training, work closely with other members of the tax team, and gain experience with diverse projects and clientele from week one. As you engage with client work and complex situations, you will learn the processes of public accounting and have the opportunity to add value to our clients and their businesses.

Estate & Trust staff:

• Prepare estimates, projections, and tax returns with a focus on estate and trust


• Organize work papers, maintain an open items list, and conduct a self-review of their work before submission to the reviewer


• Analyze and interpret detailed information and research according to client circumstances

Minimum Entry Requirements

• Bachelor's degree with appropriate accounting hours


• Foundational understanding of tax law


• Authorized to work in the United States permanently without the requirement of sponsorship

Role Success Factors

As an Associate or a Senior, you will work with a team on complex issues and help find solutions that meet client needs. Factors that will help you succeed in this role include:

• Display problem-solving skills and effective, insightful, and timely communication skills


• Maintain a high level of organization


• Take the initiative to be a team player, maintain a positive attitude, and develop trust with the team


• Ask open-ended questions and seek continuous feedback; hold self accountable for service quality, thoroughness, and accuracy 


• Meet charge hour and realization expectations for each job, consistently producing a high-quality work product


• Maintain a working knowledge of Microsoft Office suite products and other firm software


• Work autonomously under the pressure of tight deadlines and multiple priorities


• Retain learning/knowledge from one client to the next; continuously apply and build on prior learning


• Understand tax code regulations and how they apply to the technical aspects of tax preparation and planning

Key Development Opportunities 

• Interact and collaborate with Seniors, Managers, and Partners 


• Learn more about the various service lines - what we offer as a firm 


• Attend Tax department meetings and training


• Seek to understand the comprehensive tax process


• Take initiative, seeking exposure to more complex clients and projects 


• Seek exposure to multiple teams/people/work styles from which to learn


• Read journals/publications and internal tax and professional publications


• Networking: community and professional organizations, alumni programs, etc. 


• Begin studying for and taking the CPA exam