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Trust and Estate Tax Senior

Scottsdale, AZ (Hybrid/Onsite) Midsize CPA Firm $95,000 - $115,000 (Depending on experience)

We are a leading midsize CPA firm in Scottsdale, Arizona, dedicated to providing high-touch, premium financial solutions. Our team balances a collaborative, supportive culture with the technical expertise of a national agency. We value work-life balance and offer clear pathways for career advancement.

Position Overview:

We are seeking a skilled Trust and Estate Tax Senior to manage complex tax compliance and planning for high-net-worth individuals, trusts, and estates. You will act as a trusted advisor, working directly with clients and mentoring junior staff.

• Prepare and review complex fiduciary income tax returns (Form 1041).
• Manage estate and gift tax returns (Forms 706 and 709).
• Analyze trust agreements, wills, and other legal documents for tax implications.
• Provide strategic tax planning and wealth preservation advice to clients.
• Supervise and mentor tax associates, providing constructive feedback and training.
• Research complex federal and state trust/estate tax laws and regulations.
• Maintain strong client relationships through proactive communication and meetings.

• Experience:
  
  3+ years of public accounting tax experience, focusing heavily on trusts and estates.
• Education:
  
  Bachelor's degree in Accounting, Finance, or a related field.
• Credentials: CPA license or Enrolled Agent (EA) designation highly preferred (or actively pursuing).
• Software:
  Proficiency with tax software (e.g., CCH Axcess, Ultra Tax) and research tools (e.g., RIA Checkpoint).
• Skills:
  
  Excellent communication, strong analytical thinking, and deep knowledge of IRS tax codes related to estates and trusts.

• Competitive Salary: $95,000 - $115,000 base.
• Bonus Program:
  Performance-based incentives.
• Comprehensive Benefits:
  Health, dental, and vision insurance.
• Retirement: 401(k) plan with generous employer matching.
• Work-Life Balance:
  Hybrid work options and manageable busy season hours.
• Growth:
  Paid CPE courses and clear advancement paths to Manager level.