Trust and Estates Accountant

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