Estate Tax Accountant Job at Robert Half (Belvidere)

Senior Tax Accountant, Trusts & Estates

Our growing, collaborative, and supportive tax practice is looking for a Senior ...

Location

United States , Gaithersburg

Salary:

Not provided

Lanigan Ryan

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or Economics or equivalent experience
Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred
JD or LLM credentials will be considered and are welcomed
At least 3-6 years of public accounting experience
Experience preparing and reviewing fiduciary income tax returns and estate tax filings
990 experience preferred
Maintains in-depth knowledge of federal and state estate, gift, and trust tax regulations and statutes, including how situs impacts planning, compliance, and administration across jurisdictions
Knowledge of accounting and tax software
Highly motivated with the desire to grow and develop this practice area
Passion for helping clients with estate planning, compliance, and wealth transfer needs

Job Responsibility

Review and prepare estate, trust, and fiduciary income tax returns as well as individual and business returns
Review and prepare fiduciary accounting for trusts, estates, and guardianships in accordance with applicable statutes and court rules
Ensure multi-state compliance with probate, inheritance, estate, and fiduciary income tax statutes and regulations, including state-of-situs variations
Conduct estate, gift, and generation-skipping transfer (GST) tax planning for high-net-worth clients, including wealth transfer strategies
Provide consulting on complex trust, estate, and individual tax matters, including year-end and multi-year projections (cash flow, estimated tax, and distribution planning)
Provide estate and trust administration support, ensuring compliance with federal and state tax laws by situs
Supervise and mentor staff accountants, reviewing work and guiding client engagements
Research complex estate, gift, and trust tax issues and clearly document findings and recommendations
Build and maintain strong client relationships with families, beneficiaries, and their advisors

What we offer

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Life insurance
Long-term disability insurance
Paid time off
Parental leave
Professional development assistance

Senior Tax Accountant - Estate & Trust

We are currently seeking a Senior Tax Accountant with a specialization in Estate...

Location

United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL

Salary:

105000.00 - 115000.00 USD / Year

Porte Brown LLC

Expiration Date

Until further notice

Requirements

3+ years of current Public Accounting Experience
Experience preparing Form 1041 Fiduciary Income tax returns
Experience preparing Form 709 Gift Tax returns
Experience preparing Form 706 Estate Tax returns
Experience preparing Deceased Taxpayer Income Tax returns
BA/BS Degree in Accounting, Finance, or related field
CPA Certification
or eligible to sit for the CPA exam
Proficiency with tax software, MS Office, and working knowledge of QuickBooks
Strong client rapport and project management skills

Job Responsibility

Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters
Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals
Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting
Reading through trust agreements and wills to determine appropriate filings and estate structure
Complete monthly and quarterly accounting projects at client locations
Demonstrate an interest in practice development
Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm
Actively supports new initiatives
Identify opportunities to improve assignment profitability and efficiency
Pursues self-development opportunities

Trust and Estate / Estate and Tax Paralegal

We are looking for an experienced Trust and Estate / Estate and Tax Paralegal to...

Location

United States , King of Prussia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in Paralegal duties and responsibilities
Extensive knowledge of Federal Tax Return procedures
Ability to handle Trust Tax Returns efficiently
Experience with Income Tax Return preparation
Expertise in Estate Tax Return procedures
Understanding of Gift tax laws and regulations
Familiarity with Trusts and Estates management
Competence in handling Trust tax matters
Specialization in Tax - Fiduciary - Trust & Estate matters
Experience in Estate Planning procedures

Job Responsibility

Prepare and manage Federal Estate Tax Returns, PA Inheritance Tax Returns, and fiduciary accounts for estates
Engage with clients to build and maintain long-term relationships, offering advice on probate, estate, and trust administration matters
Oversee the preparation, filing, and management of all necessary legal documents, including probate and trust administration paperwork
Ensure tax filings are in compliance with the laws
Contribute significantly to client services and operations
Work collaboratively with the team on high-profile matters within the trusts, estates, and tax fields
Utilize your skills in EstateWorks, ProSystem, and iManage (or similar legal software)
Handle client queries effectively and interact professionally with attorneys

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Senior Accountant – Estates & Trusts

BLS is seeking a professional to join our growing Estates & Trusts Practice Grou...

Location

United States

Salary:

Not provided

Belfint Lyons & Shuman, P.A

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, or equivalent
3-4 years accounting experience in a tax environment
CPA certification, or evidence of working towards certification
Broad tax knowledge on gift, estate, and fiduciary income tax issues
Ability to work both independently

Job Responsibility

Preparing tax returns that include complex gift, estate, and fiduciary income for individuals and entities, including Forms 1041, 1041A, 5227, 990PF, 706, and 709
Providing guidance and advice on estate planning, anticipated or recent inheritance, lifetime charitable giving, and asset protection
Maintaining current knowledge of creating a trust and interpreting trust documents
Forecasting tax liability based on past and future transactions
Developing and maintaining relationships with client attorneys and financial advisors
Making inquiries to various tax authorities
Reviewing changes in work performed from prior years, considering changes in client’s accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
Conducting tax planning and consultations with clients
Mentoring new staff on assignments

What we offer

Flexible work options available
Career advancement
Nurturing, open-door environment
Resources and tools needed to succeed
Ongoing training
Mentoring to guide you through your career

Senior Tax Accountant

We are seeking a highly skilled and detail-oriented Senior Tax Accountant with a...

Location

United States , Windsor, CO

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Certified Public Accountant (CPA) license required
Bachelor’s or Master’s degree in Accounting, Finance, or related field
Minimum of 5+ years of experience in tax accounting, with a focus on corporate and individual tax compliance and planning
Experience in a public accounting firm or corporate tax department is strongly preferred

Job Responsibility

Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and other entities
Ensure accurate and timely filing of all tax documents in compliance with applicable laws and regulations
Oversee and ensure compliance with quarterly and annual tax filings, including estimated payments and extensions
Develop and implement effective tax strategies to minimize tax liabilities for the company and clients
Conduct research on complex tax issues, providing guidance on tax planning strategies
Collaborate with clients and internal teams to identify opportunities for tax savings and ensure compliance with tax laws
Advise clients on tax planning strategies, corporate structuring, and regulatory changes
Provide expert guidance on tax issues such as tax credits, incentives, deductions, and estate planning
Stay up-to-date on changes to tax regulations, industry trends, and best practices
Conduct research on federal, state, and local tax issues, and communicate the impact of changes to stakeholders

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Senior Tax Accountant

We are seeking a highly skilled and detail-oriented Senior Tax Accountant with a...

Location

United States , Denver

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Certified Public Accountant (CPA) license required
Bachelor’s or Master’s degree in Accounting, Finance, or related field
Minimum of 5+ years of experience in tax accounting, with a focus on corporate and individual tax compliance and planning
Experience in a public accounting firm or corporate tax department is strongly preferred

Job Responsibility

Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and other entities
Ensure accurate and timely filing of all tax documents in compliance with applicable laws and regulations
Oversee and ensure compliance with quarterly and annual tax filings, including estimated payments and extensions
Develop and implement effective tax strategies to minimize tax liabilities for the company and clients
Conduct research on complex tax issues, providing guidance on tax planning strategies
Collaborate with clients and internal teams to identify opportunities for tax savings and ensure compliance with tax laws
Advise clients on tax planning strategies, corporate structuring, and regulatory changes
Provide expert guidance on tax issues such as tax credits, incentives, deductions, and estate planning
Stay up-to-date on changes to tax regulations, industry trends, and best practices
Conduct research on federal, state, and local tax issues, and communicate the impact of changes to stakeholders

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Tax Accountant or CPA

The role involves managing tax returns and tax planning calculations across vari...

Location

United States , Salinas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must hold a valid Certified Public Accountant (CPA) license
Proven experience in Tax Accounting or related field
Proficient in Federal Income Tax and Federal Tax Return preparation
Demonstrated knowledge of Fiduciary Income Tax Return
Familiarity with Franchise Tax laws and regulations
Proficient in Income Tax Preparation and Income Tax Return
Experience in Tax Accounting, particularly Income Tax Accounting
Ability to work with minimal supervision and maintain high levels of accuracy
Excellent communication and interpersonal skills
Proficient in using tax preparation and accounting software

Job Responsibility

Review and manage staff deliverables, including tax returns, extensions, tax planning calculations for all entity types such as C-Corp, S Corp, individual, partnership, fiduciary, nonprofit, gift, multi-state and CA franchise
Conduct complex tax research and prepare memorandums outlining findings and conclusions
Prepare complex U.S. and state individual income tax, gift tax, and estate tax returns
Engage in consulting and special projects as requested by Management and Clients
Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
Monitor changes in tax laws and developments in financial strategies, particularly with respect to retirement plans, trusts, and estates
Prepare and review complex tax projections for current and future tax liabilities of individuals and corporations
Gather data and provide analysis to construct financial plans including, cash flow analysis, net worth statements, retirement and estate plans, charitable planning, and tax planning
Attend client meetings and effectively communicate tax and financial strategy
Advise clients in recording transactions in QuickBooks and prepare payroll and payroll tax filing

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Senior Tax Accountant

Located in Markham, we are a rapidly growing C.P.A. firm that strive to provide ...

Location

Canada , Markham

Salary:

Not provided

Williams & Partners Chartered Professional Accountants LLP

Expiration Date

Until further notice

Requirements

CPA designation or enrolled in CPA program
Completion of Bachelor’s Degree
Minimum of 3 year of experience in a similar role within public accounting
Excellent verbal and written skills with acute attention to detail
Analytical, organized and strong time-management skills
Able to work under pressure and multitask, while maintaining a high level of accuracy

Job Responsibility

Preparing and reviewing Corporate Tax Returns in accordance with Firm standards for Canadian-based corporations, Canadian subsidiaries of foreign-based corporations, and Canadian-based corporations with operations in foreign jurisdictions
Preparing and reviewing personal tax returns, terminal returns, estate returns and trust returns along with various information returns
Researching and interpreting tax issues, preparing memorandums, client letters and assisting in the development of opinion on various tax issues
Preparing tax provision and accruals in accordance with applicable accounting standards
Assisting in the development and implementation of tax and estate planning strategies
Liaising with tax authorities on tax audits and appeals
Keeping Partners, Managers and other team members informed, on an ongoing basis, of progress and significant issues
and other ad-hoc duties as required
Other related duties as assigned

Estate Tax Accountant

Robert Half

Location:
United States , Belvidere

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 14, 2026

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