🛠 Tech Stack

💼 About This Role

You'll lead the preparation and review of fiduciary, estate, and gift tax returns for a remote-first public accounting firm. Your core impact will be ensuring timely and accurate tax compliance while mentoring junior staff. This role emphasizes compliance over consulting, with a focus on US tax knowledge.

🎯 What You'll Do

• Prepare and review federal and state fiduciary income tax returns (Form 1041)
• Respond to IRS and state tax notices and coordinate with legal advisors
• Supervise and mentor junior staff, providing technical guidance
• Maintain compliance calendars and oversee tax deadlines for trust clients

📋 Requirements

• CPA license or JD/LLM (strongly preferred)
• 5+ years of experience in trust and estate tax compliance
• Strong understanding of fiduciary accounting and estate planning concepts
• Proficiency in tax software (e.g., CCH Axcess, ProSystem fx)

✨ Nice to Have

• Experience with high-net-worth clients
• Experience with complex estate structures (revocable, irrevocable, testamentary, grantor trusts)

🎁 Benefits & Perks

• 🏖️ Flex PTO
• 🏥 Competitive benefits coverage
• 📚 CPA exam resources and bonuses
• 💻 Remote work options
• 🎄 14+ firm holidays including winter break