Fiduciary Tax Accountant — High-Volume Prep

Pacific Staffing

California

On-site

USD 55,000 - 58,000

Full time

9 days ago

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Benefits offered by this job

Health benefits
401(k) with company match
3 weeks PTO
12+ paid holidays

Job summary

Pacific Staffing seeks an organized Accountant to support a fiduciary services firm in Sacramento. The role handles large volumes of client tax return prep, coordinating with CPA firms and maintaining precise documentation. Onsite, you’ll work in a team-oriented culture with strong benefits.

Ideal candidates have CPA-style experience, a degree in accounting, and proficiency in QuickBooks, with the ability to manage multiple priorities and communicate clearly with CPAs and clients.

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field.
  • Experience with tax return processing.
  • Strong QuickBooks experience.
  • Excellent organizational skills and attention to detail.
  • Ability to manage multiple priorities in a high-volume environment.
  • Strong written and verbal communication skills.
  • Experience in CPA firm, tax practice, fiduciary services, or trust administration.
  • Experience coordinating high volumes of tax returns.

Responsibilities

  • Coordinate and manage documentation for ~500 client tax returns; liaise with CPA firms.
  • Reconcile high-volume fiduciary accounts and generate QuickBooks reports.

Skills

Tax returns
QuickBooks
Organization
Communication
Multitasking
CPA experience
Fiduciary accounting

Education

Bachelor's degree in Accounting

Tools

QuickBooks

Job description

Pacific Staffing seeks an organized Accountant to support a fiduciary services firm in Sacramento. The role handles large volumes of client tax return prep, coordinating with CPA firms and maintaining precise documentation. Onsite, you’ll work in a team-oriented culture with strong benefits.

Ideal candidates have CPA-style experience, a degree in accounting, and proficiency in QuickBooks, with the ability to manage multiple priorities and communicate clearly with CPAs and clients.

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