Remote Senior Tax: Estate, Gift & Trust Expert

Abbott, Stringham & Lynch; Campbell (CA); Hybrid; USD 100.000 - 140.000; Vollzeit

Benefits dieser Stelle

Flexible hours

Remote work

Healthcare plans

PTO

Holidays

Parental leave

Training programs

Career growth

Campbell office

Zusammenfassung

Abbott, Stringham & Lynch (ASL) in Silicon Valley seeks a tax professional to prepare fiduciary income tax returns (Form 1041), estate and gift tax filings, and related schedules for high-net-worth clients.

The firm offers flexible hours with remote work options, comprehensive health plans, generous PTO, 22+ holidays, parental leave, and ongoing training within a collaborative mid-sized firm based in Campbell.

Qualifikationen

• Bachelor’s degree in accounting; Masters in Taxation a plus.
• Working towards or licensed CPA.
• 3+ years of experience as a tax professional.
• Excellent interpersonal, verbal, and written communication skills.
• Strong accounting skills required.
• Experience using CCH Axcess tax software is a plus.

Aufgaben

• Prepare complex fiduciary income tax returns, including Form 1041 and related state fiduciary income tax returns.
• Prepare estate tax returns (Form 706) and supporting schedules; coordinate with professionals and clients.
• Prepare gift tax returns (Form 709) and related disclosures.
• Analyze trust documents to determine tax reporting requirements.
• Assist with income distribution deduction calculations and K-1 preparation.
• Assist with post-death tax compliance and estate administration matters.
• Experience with high-net-worth individuals and family entities is preferred.
• Prepare tax projections and related estimated payments.
• Research and consult on client tax matters; respond to IRS inquiries.
• Develop and edit client correspondence and deliverables.

Kenntnisse

Interpersonal communication

Written communication

Verbal communication

Accounting skills

Ausbildung

Bachelor’s degree in accounting

Masters in Taxation (a plus)

CPA licensure or in progress

Tools

CCH Axcess tax software

Jobbeschreibung

Abbott, Stringham & Lynch (ASL) in Silicon Valley seeks a tax professional to prepare fiduciary income tax returns (Form 1041), estate and gift tax filings, and related schedules for high-net-worth clients.

The firm offers flexible hours with remote work options, comprehensive health plans, generous PTO, 22+ holidays, parental leave, and ongoing training within a collaborative mid-sized firm based in Campbell.