Description
Trusts & Estates Accountant – CPA
Up to 210K
Hybrid - 3 Days per week onsite
Highlights
CPA with 10+ years’ experience in fiduciary, estate, and gift taxation
Background from law firm, accounting practice, or financial institution trust department
Skilled with fiduciary tax prep software (ProSystem, GoSystem; Omega/OneSource helpful)
Strong communicator with client-facing experience and collaborative mindset
Core Expertise
Trust & estate income tax
Gift & estate transfer filings
Fiduciary accountings
Private foundation compliance
Estate and gift planning strategies
Responsibilities
Prepare trust/estate, gift, and foundation returns
Handle fiduciary calculations (commissions, distributions, charitable payments)
Maintain filing calendars, records, and compliance checklists
Coordinate with attorneys, advisors, and beneficiaries
Communicate with federal and state tax authorities as needed
We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.
Pay:$150,000.00 - $210,000.00
