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Summary
About the Role
About You
- 10+ years of professional experience in trust, estate planning, probate, and fiduciary matters.
- Experience with passthrough entities (partnerships and S corporations).
- Ability to read and understand financial statements and tax returns.
- Strong communication, interpersonal, and organizational skills.
- Proficiency with Microsoft Office Suite.
- Juris Doctorate degree with experience in M&A and drafting contracts.
- Experience with compliance returns for estates and trusts (Forms 1041, 709, and 706).
- Experience with corporate and noncorporate reorganizations, mergers, and acquisitions.
Benefits
- Remote, hybrid, or in-office work environment.
- Path to Principal/Owner for those who pursue it.
- Excellent pay, flexibility, and comprehensive benefits including health, dental, vision, life and disability insurance, 401k/profit sharing, holidays, flexible work arrangements, and paid leave.
Pinion is a business advisory provider, ‘U.S. Top 100’ accounting firm, and global leader in food and agriculture consulting. With roots dating back to 1932, the firm has expanded upon traditional tax and accounting services to deliver increased value and growth for clients through its specialized advisory in the areas of sustainability, government affairs, farm programs, land/water management, financial management, succession planning, and business strategy – to name a few. Pinion provides insight and solutions for food and agriculture, biofuels, and manufacturing industries, as well as regionally-focused businesses. The firm serves domestic and international clientele from locations spanning the United States, Australia, and globally through partners and affiliates. Visit www.pinionglobal.com. *Attest services provided by KCoe Isom, LLP, a licensed CPA firm.