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Lanigan Ryan Logo Lanigan Ryan · Finance

Senior Tax Accountant, Trusts & Estates

United States, Gaithersburg · Job Posted December 09, 2025
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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
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