Fiduciary Tax Accountant

Title: Fiduciary Tax Accountant

Salary: $110,000 – $160,000 + discretionary bonus

• Join a highly respected professional services environment supporting sophisticated family office and wealth clients
• Direct exposure to complex estate, gift, and fiduciary tax matters
• Collaborative work with attorneys and wealth advisors on advanced planning strategies
• Strong total rewards package including health, wellness, and career development benefits
• Stable, high-level client base with meaningful and specialized tax work

• Prepare and review estate, fiduciary income, and gift tax returns including Forms 706, 8971, 1041, 709 and related state filings
• Analyze trust documents and estate plans to determine tax treatment and compliance requirements
• Partner with attorneys and advisors to support tax‑efficient wealth transfer strategies
• Maintain detailed records of trust and estate activity, distributions, and filings
• Support IRS and state audits, notices, and tax correspondence
• Monitor tax law changes impacting fiduciary and estate entities
• Assist with asset valuations and estate tax return preparation
• Ensure timely filings and estimated payments across jurisdictions
• Use tax and financial systems to manage workflow and reporting
• Provide overflow support to broader tax team as needed

• Bachelor’s degree in Accounting, Finance, or Business Administration
• CPA, JD, or Enrolled Agent designation required
• 7+ years of fiduciary tax experience within a law firm, wealth management, or public accounting environment
• Experience with high net worth clients and complex estate structures preferred
• Strong knowledge of estate, gift, and fiduciary income tax rules
• Advanced Excel and tax software proficiency
• Excellent analytical, organizational, and communication skills
• Ability to manage multiple deadlines in a fast paced setting
• Must be authorized to work in the U.S. without sponsorship now or in the future