RARE Remote Role - Focused on Trust and Estate Tax working for a innovative, cutting edge and growing CPA Firm!
Amazing Benefits and Work/Life Balance!This Jobot Job is hosted by: Mark C. JohnsonAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $115,000 - $135,000 per yearA bit about us:We offer entrepreneurs, business owners, organizations and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs.We don’t just solve problems, we anticipate needs. We don’t just provide ideas, we provide insight. And we don’t just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion.
We service a wide variety of industries including agriculture, healthcare, cannabis, professional services and more!Why join us?*Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.*Rest and Relaxation.
18 days paid time off, 8 paid holidays, *Health Benefits. Medical with HSA and FSA options, dental, and vision.*Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.*Give back. Get paid to give your time to the community: ask us about this!*Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.*Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.Job DetailsPrimary Purpose: We are dedicated to delivering high-quality client service while fostering a collaborative, supportive team environment. We value innovation, professional growth, and long-term client relationships.We are seeking an experienced Senior Trust & Estate Tax Accountant to join our growing tax team. This role is responsible for preparing and reviewing complex fiduciary, estate, gift, and high-net-worth individual tax returns while providing proactive planning and advisory services. The Senior Accountant will work closely with Partners and Managers, mentor staff, and serve as a trusted technical resource for trust and estate engagements.Responsibilities include but are not limited to:Prepare and review complex fiduciary (Form 1041), estate (Form 706), gift (Form 709), and individual income tax returns.Provide proactive trust and estate tax planning, including income and wealth transfer strategies.Research complex federal and state tax issues and provide clear recommendations to clients and engagement teams.Respond to IRS and state tax authority notices and inquiries.Identify client needs and opportunities for additional planning or advisory services.Review work prepared by staff accountants and provide coaching, training, and feedback.Collaborate with Partners and Managers on technical issues and client strategies.Build and maintain strong client relationships through clear communication and trusted advisory services.Stay current on legislative and regulatory changes impacting trust and estate taxation.Preferred Skills & Qualifications:Bachelor’s degree in accounting (or equivalent work experience).Minimum 5–8+ years of public accounting experience, with a strong emphasis on trust, estate, gift, and high-net-worth individual taxation.Active CPA license preferred.Strong technical knowledge of fiduciary income tax, estate and gift tax, and related planning strategies.Experience reviewing complex tax returns and mentoring junior staff.Excellent communication, analytical, and organizational skills.Ability to manage multiple priorities and deadlines in a fast-paced environment.Proficiency with Microsoft Office Suite and tax preparation software.A proactive professional with a “can-do” attitude and strong attention to detail.Someone who values client service excellence while supporting team development.Proactive, client-focused, and adaptable in a fast-paced environment.Interested in hearing more? Easy Apply now by clicking the "Apply" button.Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Amazing Benefits and Work/Life Balance!This Jobot Job is hosted by: Mark C. JohnsonAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $115,000 - $135,000 per yearA bit about us:We offer entrepreneurs, business owners, organizations and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs.We don’t just solve problems, we anticipate needs. We don’t just provide ideas, we provide insight. And we don’t just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion.
We service a wide variety of industries including agriculture, healthcare, cannabis, professional services and more!Why join us?*Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.*Rest and Relaxation.
18 days paid time off, 8 paid holidays, *Health Benefits. Medical with HSA and FSA options, dental, and vision.*Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.*Give back. Get paid to give your time to the community: ask us about this!*Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.*Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.Job DetailsPrimary Purpose: We are dedicated to delivering high-quality client service while fostering a collaborative, supportive team environment. We value innovation, professional growth, and long-term client relationships.We are seeking an experienced Senior Trust & Estate Tax Accountant to join our growing tax team. This role is responsible for preparing and reviewing complex fiduciary, estate, gift, and high-net-worth individual tax returns while providing proactive planning and advisory services. The Senior Accountant will work closely with Partners and Managers, mentor staff, and serve as a trusted technical resource for trust and estate engagements.Responsibilities include but are not limited to:Prepare and review complex fiduciary (Form 1041), estate (Form 706), gift (Form 709), and individual income tax returns.Provide proactive trust and estate tax planning, including income and wealth transfer strategies.Research complex federal and state tax issues and provide clear recommendations to clients and engagement teams.Respond to IRS and state tax authority notices and inquiries.Identify client needs and opportunities for additional planning or advisory services.Review work prepared by staff accountants and provide coaching, training, and feedback.Collaborate with Partners and Managers on technical issues and client strategies.Build and maintain strong client relationships through clear communication and trusted advisory services.Stay current on legislative and regulatory changes impacting trust and estate taxation.Preferred Skills & Qualifications:Bachelor’s degree in accounting (or equivalent work experience).Minimum 5–8+ years of public accounting experience, with a strong emphasis on trust, estate, gift, and high-net-worth individual taxation.Active CPA license preferred.Strong technical knowledge of fiduciary income tax, estate and gift tax, and related planning strategies.Experience reviewing complex tax returns and mentoring junior staff.Excellent communication, analytical, and organizational skills.Ability to manage multiple priorities and deadlines in a fast-paced environment.Proficiency with Microsoft Office Suite and tax preparation software.A proactive professional with a “can-do” attitude and strong attention to detail.Someone who values client service excellence while supporting team development.Proactive, client-focused, and adaptable in a fast-paced environment.Interested in hearing more? Easy Apply now by clicking the "Apply" button.Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy