Senior Tax Accountant, Trusts & Estates Jobs

Lanigan Ryan

Location:
United States, Gaithersburg

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Our growing, collaborative, and supportive tax practice is looking for a Senior Tax Accountant with Trusts & Estates experience to help high-net-worth individuals and their families navigate complex tax laws, minimize burdens, and smoothly transfer wealth to the next generation—all while enjoying the camaraderie and challenges of getting it right together. This position offers the opportunity to work directly with clients and their advisors on estate and trust matters, backed by the support of a dedicated team. While you’ll need experience with fiduciary income tax returns, you’ll also gain exposure to individual, business, and nonprofit compliance, including Form 990s for private foundations. You’ll manage client relationships, supervise staff accountants, and be a trusted advisor to families as they plan for the future.

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

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
Interest in building collaborative relationships, striving to find the best possible solutions
Ability to travel, as needed for client engagements (mostly local)
Willingness to participate in business development activities (guidance and training will be provided)
Legally authorized to work in the United States without the need for employer sponsorship

Nice to have:

JD or LLM credentials
990 experience

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
Referral program
Retirement plan
Short-term disability insurance
Vision insurance

Additional Information:

Job Posted:
December 09, 2025

Work Type:

Hybrid work

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Senior Tax Accountant, Trusts & Estates