DescriptionTrusts & Estates Accountant – CPAUp to 210KHybrid - 3 Days per week onsiteHighlightsCPA with 10+ years’ experience in fiduciary, estate, and gift taxationBackground from law firm, accounting practice, or financial institution trust departmentSkilled with fiduciary tax prep software (ProSystem, GoSystem; Omega/OneSource helpful)Strong communicator with client-facing experience and collaborative mindsetCore ExpertiseTrust & estate income taxGift & estate transfer filingsFiduciary accountingsPrivate foundation complianceEstate and gift planning strategiesResponsibilitiesPrepare trust/estate, gift, and foundation returnsHandle fiduciary calculations (commissions, distributions, charitable payments)Maintain filing calendars, records, and compliance checklistsCoordinate with attorneys, advisors, and beneficiariesCommunicate with federal and state tax authorities as neededWe 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
