Estate & Trust Tax Professional

Synectics Inc.; Irvine (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Synectics Inc. is seeking a CPA with advanced trust, estate, and gift taxation expertise to serve high-net-worth clients and guide complex tax engagements in Irvine, CA. You will review sophisticated returns, collaborate with attorneys on trust-funding conversations, and advise on estate planning matters.

The role requires strong communication skills, leadership experience, and the ability to manage multiple client engagements while delivering precise tax guidance and compliant filings.

Qualifications

• Active CPA license.
• Proficient in trust, estate, and gift taxation and planning.
• Experience with complex HNW client groups.
• Experience signing Form 1040 and Form 1041 tax returns.
• Experience supervising and training staff and seniors preferred.
• Excellent written and verbal communication and interpersonal skills.
• Motivated and able to manage multiple client engagements.
• Organize, multi-task and prioritize; proficient with MS Office and tax software.

Responsibilities

• Review and sign complex 1040, 1041, 706, 709, 990 tax returns.
• Confidently review Trust Agreements and complex HNW client groups.
• Understand and execute steps involved in the Trust Administration process.
• Capable of working with attorneys to engage in trust-funding conversations with clients.
• Research and consult on estate, gift, and trust-related issues (trustee/beneficiary issues, Crummey, generation-skipping tax).
• Identify potential technical issues and opportunities in estate planning.
• Serve as technical resource for staff and promote understanding through training.
• Develop answers to resolve client-related concerns and technical issues.

Skills

Trust taxation expertise

Client engagement

Multi-tasking & prioritization

Mentoring staff

Attention to detail

Education

CPA license

Tools

Lacerte

ProSystem fx

Microsoft Office

Job description

• Review and sign complex 1040, 1041, 706, 709, 990 tax returns
• Confidently review Trust Agreements and complex HNW client groups
• Understand and execute steps involved in the Trust Administration process
• Capable of working with attorneys to engage in trust-funding conversations with clients
• Research and consult on various estate, gift, and trust-related issues, such as trustee and beneficiary issues, Crummey obligations, and generation-skipping tax issues
• Recognize areas of potential technical issues and value-add opportunities in estate planning
• Serve as technical resource for staff and promote their understanding of technical issues through training and teaching
• Develop answers to resolve client related concerns and technical issues

Job Duties

• Review and sign complex 1040, 1041, 706, 709, 990 tax returns
• Confidently review Trust Agreements and complex HNW client groups
• Understand and execute steps involved in the Trust Administration process
• Capable of working with attorneys to engage in trust-funding conversations with clients
• Research and consult on various estate, gift, and trust-related issues, such as trustee and beneficiary issues, Crummey obligations, and generation-skipping tax issues
• Recognize areas of potential technical issues and value-add opportunities in estate planning
• Serve as technical resource for staff and promote their understanding of technical issues through training and teaching
• Develop answers to resolve client related concerns and technical issues

Qualifications

• Active CPA license
• Proficient in trust, estate, and gift taxation and planning
• Experience in complex HNW client groups that have several closely held entities.
• Previous experience signing Form 1040 and Form 1041 tax returns
• Previous experience supervising and training staff and seniors preferred
• Excellent written and verbal communication and interpersonal skills
• Must be highly motivated and have experience in managing multiple client engagements
• Ability to organize, multi-task and prioritize accordingly
• Proficient with Microsoft Office (Word, Excel, Outlook, ) and Lacerte or ProSystem accounting software