Senior Accountant – Estates & Trusts Jobs

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

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

Semi Senior or Senior, Trusts & Estates

The role is for a Semi Senior or Senior to join the Trusts & Estates team, actin...

Location

United Kingdom , Bristol or Weymouth

Salary:

Not provided

Albert Goodman LLP

Expiration Date

Until further notice

Requirements

ATT or AAT qualified
2 to 3 years’ practice experience, preferably in trusts, estates or private client work
Confident and collaborative team player
Excellent communication skills with the ability to build trusted client relationships
Strong attention to detail, discretion and a proactive approach

Job Responsibility

Managing a portfolio of trusts and/or estates, ensuring accurate and timely administration
Supporting junior members of the team
Preparing trust and estate accounts, income tax returns, inheritance tax forms and related calculations
Supporting executors with estate administration and probate requirements
Liaising with trustees, beneficiaries, solicitors and investment managers
Assisting senior colleagues with succession and estate planning projects
Providing clear, practical guidance to clients in a professional and empathetic manner

What we offer

A minimum of 25 days holiday which increases with length of service
Option to buy and sell holiday
Annual salary review
Hybrid working
Payment of any professional subscriptions relevant to your role
Group pension scheme
Life assurance, which includes access to a smart health app
Employee assistance programme for you and your family
One volunteering day per year
Cinema Society discounts

Fulltime

New

Senior Accountant, Tax

As a Senior Accountant, Tax you will work in-person as part of a team of profess...

Location

United States , Ft. Washington

Salary:

Not provided

Baratz & Associates

Expiration Date

Until further notice

Requirements

A bachelor’s degree in accounting from an accredited college or university
Working to obtain 150 credits
eligible to sit for the CPA exam or have already obtained the CPA designation
3-6 years minimum of experience in public accounting
General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis, and reporting of financial data
Proficient with Microsoft Office products
Proficient in QuickBooks
Familiar with Thomson Reuters software
Candidates must be detail-oriented, self-starters, and demonstrate excellent computer, analytical and effective communication skills
Transportation with the ability to travel to client sites

Job Responsibility

Prepare individual, fiduciary, corporate and partnership tax returns including multi-state returns
Produce quarter-end and year-end workpapers, including capital schedules, business schedules, tax accruals, and fixed asset details
Gain knowledge in deferred income taxes, tax-exempt organizations, trusts, real estate transactions, and advanced S corporation concepts
Perform an in-depth look at Form 990 and all related schedules
Effectively present information and respond to questions from partners, managers, clients, and the public
Perform all aspects of compilations and reviews
Assist with shareholder compensation planning, Section 1244, and Stock tax treatment
Handle the basic concept of estate planning
Advantages and disadvantages comparison of Business Entities
Understand Business Acquisition basics

What we offer

Professional continuing education and development opportunities
100% paid individual healthcare, life and long-term disability insurance, 401(k) plan, section 125, and generous paid time off, plus paid holidays

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

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

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

Tax Senior

Tax Senior opportunity with a growing CPA firm located in the West Hartford area...

Location

United States , West Hartford

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

BS in Accounting with plans to obtain CPA license
3+ years of public tax experience
ProSystem experience
Ability to meet deadlines
Proven experience in individual and corporate tax return preparation
Proficiency with CCH ProSystem Fx software for tax preparation and planning
Strong background in public accounting, particularly in tax services
Knowledge of tax regulations related to trusts, estates, and foundations
Ability to analyze investments for tax and economic consequences
Excellent organizational and problem-solving skills to manage multiple tasks effectively

Job Responsibility

Tax planning strategies for the sale, acquisition or merger of businesses
Compliance with sales and use tax regulations
Personal tax planning
Preparation of returns for individuals, business owners and executives
Tax planning and preparation for trusts, estates and foundations
Analysis of proposed investments for tax and economic consequences

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan
Free online training
Growth opportunity
Friendly and professional work environment

Fulltime

Senior Accountant – Estates & Trusts

Belfint Lyons & Shuman, P.A

Location:
United States

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 24, 2025

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