Trust & Estate Tax Senior (CPA required)

Ledgent; California; On-site; USD 120,000 - 135,000; Full time

Job summary

A leading company in the finance and accounting sector is seeking a qualified Trust & Estate Tax Senior. This role offers the opportunity to focus on trust and estate tax matters, requiring a CPA certification and experience in preparing relevant tax forms. Ideal candidates will possess strong analytical and problem-solving abilities, along with excellent communication skills.

Qualifications

• Must have an active CPA license.
• Direct experience preparing IRS Forms 706, 709, and 1041 required.
• Strong background in estate and trust taxation.

Responsibilities

• Preparing and reviewing IRS tax forms related to estate and trust.
• Collaborating with legal and financial professionals for tax filings.
• Handling California state fiduciary returns accurately.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Education

CPA certification

4+ years of experience as a CPA

Tools

Tax preparation software

Job description

3 days ago Be among the first 25 applicants

This range is provided by Ledgent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$120,000.00/yr - $135,000.00/yr

Direct message the job poster from Ledgent

Business Solutions Director, Team Lead at Ledgent

Position Overview

Ledgent Finance & Accounting's client is actively seeking a qualified Trust & Estate Tax Senior with an active CPA license to join their team. This position offers an opportunity to work in a dynamic environment, focusing on trust and estate tax matters. The successful candidate will have a keen eye for detail and a commitment to delivering exceptional service to clients.

Responsibilities

• Preparing and reviewing IRS Forms 706 (Estate Tax Return), 709 (Gift Tax Return), and 1041 (Fiduciary Income Tax Return).
• Handling CA state fiduciary returns (Form 541) with precision and accuracy.
• Collaborating with attorneys, fiduciaries, and wealth advisors to gather necessary information for tax filings and allocations.
• Assist in trust allocations between marital, bypass, GST-exempt, and GST non-exempt subtrusts, and fund trusts based on formula clauses.
  
  

Qualifications

• CPA certification is required.
• 4+ years of experience as a CPA with an active license.
• Direct experience preparing Forms 706, 709, and 1041.
• Strong background in estate and trust taxation.
• Experience working in law firms, trust companies, or private client service groups is preferred.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills.
• Proficiency in tax preparation software and tools.
  
  

Required Work Hours

Monday through Friday, full-time schedule.

Benefits

Details about the benefits package will be provided during the interview process.

Additional Details

This position is located in California and offers an opportunity to grow within a reputable firm, focusing on trust and estate taxation. The ideal candidate will be committed to providing high-quality service and maintaining the firm's standards of excellence.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Law Practice and Legal Services

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