Sr Tax Accountant- Estate & Trust

Senior Tax Accountant – Trusts, Estates, and General Tax

We are seeking a Senior Tax Accountant with strong expertise in trusts and estates, complemented by a broad background in general tax compliance and complex bookkeeping. This role will focus on reviewing returns, providing proactive tax planning, and overseeing preparation across a diverse client base that includes high-net-worth individuals, families, and businesses.

Key Responsibilities:

• Review trust and estate tax returns to ensure compliance and accuracy

• Provide strategic tax planning for trusts, estates, and high-net-worth individuals

• Oversee and review preparation of individual, partnership, S-corporation, and C-corporation tax returns

• Prepare complex returns when necessary, particularly for trusts and estates

• Manage complex bookkeeping functions, including reconciliations and reporting for multi-entity or high-net-worth clients

• Collaborate directly with clients on estate planning and wealth transfer strategies

• Conduct in-depth research on trust, estate, and general tax issues to support planning opportunities

• Guide and mentor junior staff through technical review and coaching

Qualifications:

• Bachelor’s degree in Accounting or related field; CPA or EA strongly preferred

• 5+ years of progressive tax experience with a focus on trusts and estates and exposure to a wide range of tax return types

• Strong technical knowledge in tax planning, compliance, and complex bookkeeping for individuals, businesses, and fiduciary entities

• Proven ability to review work, manage multiple engagements, and provide high-level client service