Flexible Estate & Trust Advisor

Callan Accounting CPA & Advisors, LLC; Bend (OR); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible work environment

Collaborative team culture

Opportunities for long-term growth

Meaningful client relationships

Job summary

Callan Accounting CPA & Advisors, LLC in Bend, Oregon is seeking an experienced CPA or Paralegal specialized in estate and trust administration. This role involves working closely with high-net-worth clients and managing complex estate matters with professionalism.

The ideal candidate will have a CPA or paralegal certification and experience in fiduciary accounting and estate planning, alongside strong organizational and communication skills. The firm offers a flexible work environment and meaningful client relationships.

Qualifications

• Candidates should have experience with fiduciary accounting and estate/trust taxation.
• Strong organizational and communication skills are essential.
• Ability to manage multiple deadlines and client relationships is necessary.

Responsibilities

• Prepare and review estate and trust tax returns.
• Provide fiduciary accounting and trust administration support.
• Coordinate with attorneys, executors, trustees, and beneficiaries.
• Support in estate planning and tax planning.
• Manage client communication and projects.

Skills

Fiduciary accounting

Estate/trust tax matters

Organizational skills

Communication skills

Project management

Education

CPA, EA, or paralegal certification

Job description

Callan Accounting CPA & Advisors, LLC in Bend, Oregon is seeking an experienced CPA or Paralegal specialized in estate and trust administration. This role involves working closely with high-net-worth clients and managing complex estate matters with professionalism.

The ideal candidate will have a CPA or paralegal certification and experience in fiduciary accounting and estate planning, alongside strong organizational and communication skills. The firm offers a flexible work environment and meaningful client relationships.