Trust Accounting Staff Accountant Job at Personify Health (Fresno)

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 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

Public Staff Tax Accountant

In this role, you will primarily focus on tasks related to tax accounting, with ...

Location

United States , White Plains

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Tax preparation and review for all types of entities, trusts, and individuals
Tax research and planning, domestic and foreign
Direct communication with clients
Experience in accounting and auditing a plus
Public accounting experience

Job Responsibility

Tax preparation and review for all types of entities, trusts, and individuals
Tax research and planning, domestic and foreign
Direct communication with clients

What we offer

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

Fulltime

Staff Accountant

Join Robert Half's Full-Time Engagement Professionals (FTEP) program as a Staff ...

Location

United States , Coppell, TX

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or a related field
2+ years of experience in accounting, ideally in public accounting, corporate accounting, or consulting roles
Strong technical accounting skills, with a focus on general ledger, reconciliations, and month-end close
Proficiency in accounting software such as QuickBooks, NetSuite, SAP, or Microsoft Dynamics
experience with ERP implementations is a plus
Intermediate to advanced Excel skills (e.g., pivot tables, VLOOKUP, data management)
Strong analytical and problem-solving abilities, with attention to detail and accuracy
Exceptional communication skills to effectively work with diverse teams across clients and industries
Ability to adapt to new environments, systems, and processes quickly and effectively

Job Responsibility

LOA Coverage: Step in as a trusted team member to maintain accounting operations and ensure business continuity during team member absences
Software Implementation Support: Assist clients during transitions to new accounting or ERP systems, providing general ledger expertise, system testing, and data migration support
Backlog Clean-Up: Evaluate and organize outstanding financial records, reconcile accounts, clear discrepancies, and bring clients up-to-date on their critical accounting tasks
Special Projects: Collaborate with client teams on a variety of unique initiatives, such as audit preparation, process improvement projects, acquisitions, and reporting enhancements
Reconciliations and Month-End Close: Perform bank reconciliations, journal entries, accruals, and month-end processes to ensure compliance and accuracy in financial reports
Compliance and Internal Controls: Ensure clients adhere to best practices and regulatory requirements, identifying areas for improved efficiencies and controls

What we offer

Stability and Benefits: Enjoy a full-time salaried position with Robert Half, with health insurance, paid time off, 401(k) plans, and other employee benefits
Varied Projects: Gain exposure to a wide range of industries, accounting systems, and business challenges to develop versatile experience
Continuous Learning: Access professional development opportunities, including training via Robert Half’s resources, certifications, and mentorship programs
Supportive Team Environment: Receive guidance from Robert Half’s dedicated practice team, ensuring your success in each client engagement
Career Growth: Build relationships with leading companies and utilize your industry expertise to expand your professional network

Fulltime

Staff Accountant

Kickstart your journey at Brown Armstrong, a distinguished CPA firm that prides ...

Location

United States , Bakersfield

Salary:

22.00 - 24.00 USD / Hour

Brown Armstrong CPAs

Expiration Date

Until further notice

Requirements

Progressing towards obtaining a CA Certified Public Accountant (CPA) License
Educational qualifications align with CPA license requirements
Travel may be required necessary based on assigned projects

Job Responsibility

Perform Detailed Audit and Tax Procedures: Carry out comprehensive audit testing and tax preparation under the mentorship of senior staff, ensuring compliance, accuracy, and optimization in financial reporting and tax filings. Utilize advanced tools and methodologies for both auditing assessments and tax computations
Financial Analysis, Reporting, and Tax Filing: Analyze financial data to prepare accurate account entries, financial statements, and tax returns. Identify discrepancies, apply tax laws effectively, and ensure all financial reports and tax filings reflect true, fair, and optimized outcomes
Project Management and Execution: Manage and execute a blend of accounting, auditing, and tax projects with guidance from senior team members. Prioritize tasks effectively, handling multiple projects efficiently to meet deadlines and quality standards
Quality Control, Review, and Tax Compliance: Undertake review responsibilities, focusing on high-quality, timely, and within-budget delivery for both audit and tax assignments. Ensure compliance with governmental auditing standards and tax regulations, employing a meticulous review process
Communication, Problem-Solving, and Client Advisory: Keep leadership informed about progress and challenges. Proactively propose solutions to problems, assist in resolving client concerns, and provide tax advisory services to enhance client satisfaction and trust
Diverse Accounting and Tax Responsibilities: Adapt to a wide range of accounting and tax tasks as required, demonstrating versatility in accounting practices, tax preparation, and planning. Embrace new challenges to expand expertise across auditing and taxation
Business Development and Community Engagement: Participate in initiatives for business growth and professional community engagement. Represent the firm at events, showcasing commitment to excellence in both auditing and tax services

What we offer

Paid vacation and quarterly recharge days
Comprehensive benefits: 100% Paid Health Insurance for the employee, Dental, Vision, Supplementary Insurance, and 401(k)
Perks: Paid training, gym membership, CPA exam bonus up to $5,000, time off for CPA exams, referral bonuses, and complimentary CPA study materials
Supportive work environment fostering teamwork and innovation
Career growth opportunities, such as pathways to senior roles or continuous professional development
PLUS paid overtime and additional bonuses

Audit Staff Accountant

Kickstart your journey at Brown Armstrong, a distinguished CPA firm that prides ...

Location

United States , Fresno

Salary:

24.00 USD / Hour

Brown Armstrong CPAs

Expiration Date

Until further notice

Requirements

Progressing towards obtaining a CA Certified Public Accountant (CPA) License
Educational qualifications align with CPA license requirements
Travel may be required for audit engagements or Inter-office

Job Responsibility

Perform Detailed Audit Procedures: Under the mentorship of senior staff, carry out detailed audit testing procedures to ensure compliance and accuracy in financial reporting. This includes utilizing advanced audit tools and methodologies to assess financial records and operations
Financial Analysis and Reporting: Analyze financial data to prepare accurate account entries and financial statements. This involves a deep dive into financial records to identify and correct discrepancies, ensuring financial reports reflect true and fair views
Project Management and Execution: With guidance from senior team members, manage and execute accounting and auditing projects, adhering to established guidelines and documentation requirements. Demonstrate the ability to prioritize tasks, managing multiple projects efficiently to meet deadlines without compromising on quality
Quality Control and Review: Take on review responsibilities as delegated by supervisors, focusing on delivering high-quality, timely, and within-budget audit outcomes. Employ a meticulous approach to reviewing financial documents and reports, ensuring they meet the stringent standards of governmental auditing
Communication and Problem-Solving: Maintain open lines of communication with leadership and team members, reporting on progress and challenges encountered. Proactively suggest innovative solutions to problems and contribute to resolving client issues, enhancing client satisfaction and trust
Diverse Accounting Responsibilities: Adapt to a variety of accounting tasks as required, demonstrating flexibility and a broad skill set in accounting practices and principles. This includes a willingness to take on new challenges and continuously expand your expertise
Business Development and Community Engagement: Actively participate in initiatives aimed at growing the firm's business and enhancing its presence in the professional and local community. Represent the firm at events, showcasing a commitment to professional excellence and community involvement

What we offer

Paid vacation and quarterly recharge days
Comprehensive benefits: 100% Paid Health Insurance for the employee, Dental, Vision, Supplementary Insurance, and 401(k)
Perks: Paid training, gym membership, CPA exam bonus up to $5,000, time off for CPA exams, referral bonuses, and complimentary CPA study materials
Supportive work environment fostering teamwork and innovation
Career growth opportunities, such as pathways to senior roles or continuous professional development
Competitive Pay Transparency: Range starting at $24.00/hour base, PLUS paid overtime and additional bonuses

Senior Staff Accountant specializing in Tax

Welch LLP is seeking a Senior Staff Accountant specializing in Tax to join our t...

Location

Canada , Ottawa

Salary:

75200.00 - 85000.00 CAD / Year

Welch

Expiration Date

Until further notice

Requirements

University degree or college diploma specializing in Accounting
Minimum of 2 years of public accounting experience
CPA, CA designation obtained or nearing completion (preferred)
Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook)
Knowledge of Canadian tax regulations is advantageous
Experience with TaxPrep is a strong asset
Strong planning, organization, and engagement control skills
Respectful interpersonal skills and aptitude for dealing with people
Client-focused mindset with the ability to meet deadlines
Ability to work under pressure with good judgment and common sense

Job Responsibility

Lead and execute specialized partnerships, corporate income, and individual tax returns
Plan and execute fieldwork assignments, including managing budget and resource needs
Establish and maintain effective client relationships
Supervise and mentor junior staff
Prepare corporate tax returns
Participate in income tax and indirect tax planning and consulting
Think strategically about client needs by understanding their business in order to serve as a trusted business advisor
Anticipate technical issues to avoid crises and where required, develop sound solutions
Involve appropriate firm personnel to ensure all aspects associated with the work have been properly addressed
Demonstrate technical competence in practice discipline, serve as a technical resource for staff, and provide suggestions for resolving technical issues

What we offer

Possibility for growth and advancement
Variety to explore different career paths
Opportunity to specialize and deepen skills
Flexibility of work-life balance to enjoy family and personal interests
Diverse and inclusive environment
Support for surrounding communities

Fulltime

Senior Tax Staff

We’re working with a highly respected CPA firm in Greenville that’s earned rave ...

Location

United States , Greenville

Salary:

100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

3–7+ years of public accounting tax experience
Experience with partnerships, S-corps, C-corps, and high-net-worth individuals
CPA or actively pursuing strongly preferred
Strong attention to detail and commitment to client service

Job Responsibility

Prepare and review complex individual, corporate, and partnership tax returns
Research tax issues and develop planning strategies for clients across various industries
Manage client relationships and serve as a trusted tax advisor
Assist with IRS and state tax correspondence as needed
Support junior staff through mentoring, technical guidance, and review of work

What we offer

Unlimited PTO + Reduced Summer Hours
Hybrid flexibility after 90 days
Clear path to leadership
Supportive team and flexible work environment

Fulltime

Trust Accounting Staff Accountant

Personify Health

Location:
United States , Fresno

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 21, 2026

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