Trust Tax Accountant

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

• Fully remote opportunity offering excellent flexibility
• Join a highly respected, financially stable wealth management organization
• Work with complex fiduciary and trust tax matters
• Competitive compensation package with bonus potential and comprehensive benefits
• Collaborate with experienced trust officers, financial advisors, and tax professionals
• Opportunity to deepen expertise in trust taxation within an established organization

Title: Trust Tax Accountant

Salary: $110,000–$150,000 + Bonus

Location: Fully Remote

Why This Opportunity Stands Out

• Fully remote opportunity offering excellent flexibility
• Join a highly respected, financially stable wealth management organization
• Work with complex fiduciary and trust tax matters
• Competitive compensation package with bonus potential and comprehensive benefits
• Collaborate with experienced trust officers, financial advisors, and tax professionals
• Opportunity to deepen expertise in trust taxation within an established organization

Trust Tax Accountant Key Responsibilities

• Prepare and review a high volume of fiduciary and trust tax returns
• Ensure accurate and timely preparation of federal and state trust tax filings
• Research complex trust taxation matters and provide guidance on tax-related issues
• Partner closely with internal trust officers, advisors, and other financial professionals
• Maintain compliance with applicable tax laws, regulations, and filing requirements
• Manage multiple tax deadlines while maintaining accuracy and efficiency

Trust Tax Accountant Qualifications

• Extensive experience preparing and reviewing fiduciary and trust tax returns
• Strong technical knowledge of trust taxation and federal and state fiduciary tax regulations
• Proven ability to manage high-volume trust tax return preparation
• Experience researching and resolving complex fiduciary tax matters
• Excellent organizational skills, attention to detail, and ability to meet competing deadlines
• CPA preferred

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