Gift, Estate and Trust Tax Specialist
A legacy of success since 1921
Big-firm resources. Small-firm feel. Cotton + Allen represents the best of both worlds in public accounting. We are proud to be a local firm with deep, strong roots in our community. As one of the area's oldest and largest accounting firms, we have helped to develop many of the region's finest businesses - and its most respected leaders. Our clients know we truly enjoy what we do and we constantly hone our skills to do it even better.

The Cotton + Allen difference
Our firm offers all of the opportunities of a large public accounting firm, balanced by a hands-on work environment and interaction with senior professionals that employees at many larger firms never experience. We work on a wide range of business and financial issues for a wide variety of clients. And we stay on track by bringing our unique combination of resources, talents, and experience to bear on helping our clients succeed, our staff develop personally and professionally, and our community grow and prosper.

Fast-paced careers At Cotton + Allen, we hire the best candidates and give them all the tools they need to succeed. Not just the latest technology, training, and benefits, but also the personal support and career attention our outstanding people deserve. Our team members know that their opinions count, their work is appreciated, and their talents are recognized. We all work together for the good of the client.

And as a member of the RSM McGladrey Network, we give you access to the talent and training resources of a national organization of more than 6,700 professionals in more than 300 locations. This affiliation allows Cotton + Allen to offer the industry expertise, services, and methodologies that match many larger firms.

Responsibilities:

• Work with partners and other team members to develop effective tax planning methodologies and comprehensive compliance solutions for our clients.
• Become the in-house gift, estate and trust tax expert.
• Prepare and review complex gift, estate and trust tax returns.
• Manage appropriate number of client engagements (including and not limited to engagement staffing, product quality, timeliness, thoroughness and accuracy).
• Develop and maintain the status of a trusted advisor to our clients.
• Manage, coach and/or mentor less experienced team members on engagements.
• Minimal travel.

• Certified Public Accountant.
• Minimum 4 years of tax experience with a local, regional or national CPA firm or in corporate tax, with an emphasis in gift, estate and trust tax return preparation and review.
• Excellent oral and written communication skills.
• Excellent project management skills.
• Devotion to teamwork.
• Integrity is a must.

• Participate in performing audit procedures, especially in the more complex areas.
• Stay abreast of industry trends that impact clients.
• Direct the fieldwork of the audit team.
• Develop and maintain effective relationships with clients throughout the year.
• Develop and provide performance feedback to audit teams.
• Research technical accounting and audit issues.
• Contribute ideas and opinions in a dynamic team environment.
• Work with partners and audit staff in developing audit approach.
• Develop younger team members through timely performance feedback and interactive training.
• Assist in the generation of new business leads.
• Little or no travel is required.

• Be a certified public accountant.
• Between 5 to 7 years of auditing experience with a local, regional or national CPA firm.
• Understanding of employee benefit plan audits and reporting requirements under ERISA and extensive experience in benefit plan auditing
• Familiarity with the resources of the EBPAQC.
• Excellent oral and written communication skills.
• Undergraduate or graduate degree in accounting with a CPA .
• Excellent project management skills.
• Devotion to teamwork.
• Integrity is a must.
• An ownership mindset.

• Work with partners and others team members to develop effective tax planning methodologies and comprehensive compliance solutions for our clients.
• Develop and maintain the status of a trusted advisor to our clients.
• Manage appropriate number of client engagements, including and not limited to engagement staffing, product quality, timeliness, thoroughness and accuracy.
• Manage, coach and/or mentor less experienced team members on engagements.
• Prepare or review complex tax returns and provisions.
• Review individual and entity tax returns.
• Research tax issues and become an in-house expert.
• Minimal travel.

• Be a Certified Public Accountant.
• Minimum 5 years of tax experience with a local, regional or national CPA firm or in corporate tax.
• Excellent oral and written communication skills.
• Excellent project management skills.
• Devotion to teamwork.
• Integrity is a must.

• Participate in and complete valuation engagements.
• Stay abreast of pertinent trends and technical advancements.
• Develop and market the valuation practice.
• Develop and maintain effective relationships with referral sources throughout the year.
• Research technical valuation issues.
• Contribute ideas and opinions in a dynamic team environment.
• Develop younger team members through timely performance feedback and interactive training.
• Little or no travel is required.

• Business valuation experience.
• Excellent oral and written communication skills.
• Business valuation designation (Candidates with practical business valuation experience who are willing to pursue a designation will be considered).
• Excellent project management skills.
• Devotion to teamwork.
• Integrity is a must.

• Participate in performing audit procedures, especially in the more complex areas.
• Stay abreast of industry trends that impact clients.
• Direct the fieldwork of the audit team.
• Develop and maintain effective relationships with clients throughout the year.
• Develop and provide performance feedback to audit teams.
• Research technical accounting and audit issues.
• Contribute ideas and opinions in a dynamic team environment.
• Work with partners and audit staff in developing audit approach.
• Develop younger team members through timely performance feedback and interactive training.
• Generate new business leads.
• Little or no travel is required.

• Between 5 to 7 years of auditing experience with a local, regional or national CPA firm.
• Excellent oral and written communication skills.
• Undergraduate or graduate degree in accounting with a CPA
• Excellent project management skills.
• Devotion to teamwork.
• Integrity is a must.

• Perform audit field work.
• Direct the audit fieldwork of staff accountants.
• Develop and maintain effective relationships with clients.
• Develop and provide performance feedback to audit staff.
• Research accounting and audit issues.
• Contribute ideas and opinions in a dynamic team environment.
• Work with partners and engagement executives in developing audit approach.
• Little or no travel is required.

• Between 2 to 5 years of auditing experience with a local, regional or national CPA firm.
• Excellent oral and written communication skills.
• Undergraduate or graduate degree in accounting with sufficient course work to complete the CPA certification upon passing the examination.
• Excellent project management skills.
• Devotion to teamwork.
• Integrity is a must.