CPA or EA) Specializing in Trust Tax Returns - Work from Home

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Remote

Accounting & Finance
· Full-time, Part-time

Full-time or Part Time
· On-site
· Thousand Oaks, CA

Position Overview:
Were seeking an experienced CPA or EA to lead a client portfolio focused on Form 1041 Trust Returns and Form 1040 Individual Returns
. Youll act as the primary point of contact for fiduciaries, trustees, and high-net-worth individuals, providing tax expertise and strategic guidance. This role is supported by a production team so you can focus on high-level tax analysis, planning, and client relationships.

Key Responsibilities:

Prepare and review complex Form 1041 (trust) and Form 1040 (individual) tax returns

Serve as primary point of contact for fiduciary and HNW clients

Conduct tax planning meetings and year-end reviews

Manage and mentor a small pod of tax staff and support team

Respond to IRS/FTB notices and manage tax resolution as needed

Maintain accurate client data in Lacerte, Quick Books, and Liscio

Identify opportunities for expanded services (e.g., estate planning, charitable giving strategies)

Qualifications:

Active CPA or EA license (MST preferred)

7+ years of tax experience, including 3+ years managing client relationships

Expertise in trust and individual taxation

Strong knowledge of tax planning strategies, fiduciary income rules, and multi-state tax issues

Comfortable with Lacerte, Quick Books (Desktop/QBO), and Google Workspace

Excellent communication and organizational skills

$55 $ 72.19 per hour DOE (paid overtime during tax season)

SIMPLE IRA with 3% match, AFLAC options

Sit-stand desks, on-site parking, team lunches, and collaborative culture