Tax Senior-Estate, Gift, and Trust

Abbott, Stringham & Lynch; Campbell (CA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Flexible hours

Remote work

Healthcare plans

PTO

Holidays

Parental leave

Training programs

Career growth

Campbell office

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Interpersonal communication

Written communication

Verbal communication

Accounting skills

Education

Bachelor’s degree in accounting

Masters in Taxation (a plus)

CPA licensure or in progress

Tools

CCH Axcess tax software

Job description

Abbott, Stringham & Lynch (ASL) is a full-service CPA firm in Silicon Valley serving closely held and middle-market companies in diverse industries. We have great clients and provide them with high quality assurance, tax, and consulting services, which in turn provides you with abundant career and growth opportunities.

Our Tax Group provides a full suite of tax services, and our clients range from emerging closely held businesses to complex entities with multi-state and international filing requirements that require tax provision assistance and substantial tax consulting work.

This is a great opportunity to develop your career in a firm with interesting clients, quality work, great team members and coaches, and excellent flexibility. We offer you the client work and career paths found in larger firms, with the culture, work-life balance, and friendliness of a mid-sized regional firm.

We provide our team members with:

• Flexible hours and the ability to manage your own schedule including remote work.
• Comprehensive healthcare plans covered by ASL.
• Generous PTO policy
• 22+ paid holidays throughout the year
• Paid paternity/maternity leave
• Virtual and in-person technical training, coaching and leadership development programs to support your professional growth at each stage of your career.
• Seeing the big picture – we provide the opportunity to participate, contribute, and collaborate on project teams and client engagements to advance your career.
• Building employee engagement is vital to our culture! We use different platforms to keep you connected with your team members, while working remotely, or in our Campbell office
• Recognition – we celebrate each other’s accomplishments both at work and outside the office.

Primary Responsibilities of the Role

• Prepare complex fiduciary income tax returns, including Form 1041 and related state fiduciary income tax returns.
• Preparation of estate tax returns, i.e., Form 706, and supporting schedules, including reaching out to other professionals and/or clients as needed to gather information.
• Prepare gift tax returns, including Form 709, gift allocation schedules, GST exemption allocation reporting, and related disclosures.
• Analyze trust documents to determine tax reporting requirements.
• Assist with income distribution deduction calculations, distributable net income calculations, beneficiary reporting, and Schedule K-1 preparation.
• Assist with post-death tax compliance, including decedent final individual income tax returns, estate income tax returns, and coordination of estate administration tax matters.
• Experience working with high-net-worth (HNW) individuals and family entities is highly preferred.
• Prepare tax projections and related estimated payments.
• Research and consult with management on various client-related tax matters.
• Respond to inquiries from the IRS and other tax authorities.
• Develop and edit correspondence, memoranda, and other client deliverables as needed.

Your Qualifications

• Bachelor’s degree in accounting, Masters in Taxation a plus
• Working towards or licensed as a 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.

Salary Pay Scale

• This position's salary range is $100,000 - $140,000.

Sound like a good fit?

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Thank you for taking the time to consider ASL.