Remote Trust Tax Accountant — Flexible, High-Impact Role

CFS; Boston (MA); Remote; USD 110,000 - 150,000; Full time

Benefits offered by this job

Bonus potential

Comprehensive benefits

Job summary

CFS, a highly respected wealth management firm, is seeking a Trust Tax Accountant for a fully remote role. You will prepare and review fiduciary and trust tax returns, and ensure compliant federal and state filings for clients.

Work with experienced trust officers, financial advisors, and tax professionals to deepen expertise in trust taxation within an established organization. Competitive compensation with bonus potential and comprehensive benefits.

Qualifications

• Extensive experience preparing fiduciary and trust tax returns.
• Strong knowledge of federal and state fiduciary tax regulations.
• Experience researching complex fiduciary tax matters.
• Ability to manage high-volume trust tax return preparation.
• Excellent organizational skills and ability to meet deadlines.
• CPA preferred

Responsibilities

• Prepare and review fiduciary and trust tax returns.
• Ensure accurate federal and state trust filings.
• Research complex trust taxation matters and provide guidance.
• Partner with internal trust officers, advisors, and tax professionals.
• Maintain compliance with applicable tax laws and filing requirements.
• Manage multiple tax deadlines with accuracy and efficiency

Skills

Trust taxation

Tax research

High-volume tax prep

Attention to detail

Deadline management

Education

CPA certification

Job description

CFS, a highly respected wealth management firm, is seeking a Trust Tax Accountant for a fully remote role. You will prepare and review fiduciary and trust tax returns, and ensure compliant federal and state filings for clients.

Work with experienced trust officers, financial advisors, and tax professionals to deepen expertise in trust taxation within an established organization. Competitive compensation with bonus potential and comprehensive benefits.