Trust & Estate Specialist

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

Our growing CPA firm is looking for an experienced CPA or Paralegal specializing in estate and trust administration, fiduciary accounting, and estate/trust tax matters to join our team at our office in Bend, Oregon.

This role is ideal for someone who enjoys working closely with high-net-worth families, attorneys, trustees, and business owners while helping navigate complex estate and trust matters with professionalism and care.

Responsibilities

• Preparation and review of estate and trust tax returns
• Fiduciary accounting and trust administration support
• Coordination with attorneys, executors, trustees, and beneficiaries
• Estate planning and tax planning support
• Client communication and project management

Qualifications

• CPA, EA, or experienced estate/trust paralegal preferred
• Experience with fiduciary accounting and estate/trust taxation
• Strong organizational and communication skills
• Ability to manage multiple deadlines and client relationships
• Experience in a CPA firm or estate planning law environment is a plus

We offer

• Flexible work environment
• Collaborative team culture
• Opportunities for long-term growth and development
• Meaningful client relationships and advisory work