Estate & Trust Associate/Senior

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      "postalCode": "79601",
      "addressCountry": "United States"
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    "datePosted": "2025-06-06",
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    "description": "<p><span style=\"font-size: 15px; font-weight: bold\">Summary of Job Duties</span></p>\n<p><span style=\"font-size: 15px\">Condley and Company, LLP is hiring both Associates (entry-level) and Seniors (2+ years experience) for its Estate and Trust department. </span></p>\n<p><br></p>\n<p><span style=\"font-size: 15px\">Estate &amp; 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.</span></p>\n<p><span style=\"font-size: 15px\"> </span></p>\n<p><span style=\"font-size: 15px\">Estate &amp; Trust staff:</span></p>\n<ul>\n<li><span style=\"font-size: 15px\">Prepare estimates, projections, and tax returns with a focus on estate and trust</span></li>\n<li><span style=\"font-size: 15px\">Organize work papers, maintain an open items list, and conduct a self-review of their work before submission to the reviewer</span></li>\n<li><span style=\"font-size: 15px\">Analyze and interpret detailed information and research according to client circumstances</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 15px; font-weight: bold\">Minimum Entry Requirements</span></p>\n<ul>\n<li><span style=\"font-size: 15px\"> Bachelor's degree with appropriate accounting hours</span></li>\n<li><span style=\"font-size: 15px\"> Foundational understanding of tax law</span></li>\n<li><span style=\"font-size: 15px\"> Authorized to work in the United States permanently without the requirement of sponsorship</span></li>\n</ul>\n<p><span style=\"font-size: 15px\"> </span></p>\n<p><span style=\"font-size: 15px; font-weight: bold\">Role Success Factors</span></p>\n<p><span style=\"font-size: 15px\">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:</span></p>\n<p><span style=\"font-size: 15px\"> </span></p>\n<ul>\n<li><span style=\"font-size: 15px\"> Display problem-solving skills and effective, insightful, and timely communication skills </span></li>\n<li><span style=\"font-size: 15px\"> Maintain a high level of organization</span></li>\n<li><span style=\"font-size: 15px\"> Take the initiative to be a team player, maintain a positive attitude, and develop trust with the team</span></li>\n<li><span style=\"font-size: 15px\"> Ask open-ended questions and seek continuous feedback; hold self accountable for service quality, thoroughness, and accuracy </span></li>\n<li><span style=\"font-size: 15px\"> Meet charge hour and realization expectations for each job, consistently producing a high-quality work product</span></li>\n<li><span style=\"font-size: 15px\"> Maintain a working knowledge of Microsoft Office suite products and other firm software </span></li>\n<li><span style=\"font-size: 15px\"> Work autonomously under the pressure of tight deadlines and multiple priorities </span></li>\n<li><span style=\"font-size: 15px\"> Retain learning/knowledge from one client to the next; continuously apply and build on prior learning</span></li>\n<li><span style=\"font-size: 15px\"> Understand tax code regulations and how they apply to the technical aspects of tax preparation and planning </span></li>\n</ul>\n<p><span style=\"font-size: 15px\"> </span></p>\n<p><span style=\"font-size: 15px; font-weight: bold\">Key Development Opportunities </span></p>\n<ul>\n<li><span style=\"font-size: 15px\"> Interact and collaborate with Seniors, Managers, and Partners </span></li>\n<li><span style=\"font-size: 15px\"> Learn more about the various service lines - what we offer as a firm </span></li>\n<li><span style=\"font-size: 15px\"> Attend Tax department meetings and training</span></li>\n<li><span style=\"font-size: 15px\"> Seek to understand the comprehensive tax process</span></li>\n<li><span style=\"font-size: 15px\"> Take initiative, seeking exposure to more complex clients and projects </span></li>\n<li><span style=\"font-size: 15px\"> Seek exposure to multiple teams/people/work styles from which to learn</span></li>\n<li><span style=\"font-size: 15px\"> Read journals/publications and internal tax and professional publications</span></li>\n<li><span style=\"font-size: 15px\"> Networking: community and professional organizations, alumni programs, etc. </span></li>\n<li><span style=\"font-size: 15px\"> Begin studying for and taking the CPA exam</span></li>\n</ul>",
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