Job Title: Senior Tax Accountant (Trust & Estate)
Job Type: Full-Time
Location: San Jose, CA (On-site)
Job Summary
We are seeking an experienced Senior Tax Accountant with expertise in trust and estate accounting and taxation. The ideal candidate is a licensed CPA with strong experience preparing fiduciary tax returns, trust accounting, estate and gift tax compliance, and providing exceptional service to high-net-worth clients. This role requires excellent technical knowledge, attention to detail, and the ability to manage multiple client engagements.
Responsibilities
- Prepare and review Form 1041 Fiduciary Income Tax Returns.
- Prepare and review Form 706 Estate Tax Returns.
- Prepare and review Form 709 Gift Tax Returns.
- Manage trust and estate accounting engagements from planning through completion.
- Maintain trust accounting records and ensure compliance with fiduciary accounting principles.
- Assist with estate administration and related tax matters.
- Research complex tax issues and provide practical recommendations.
- Build and maintain strong client relationships while delivering high-quality service.
- Collaborate with team members to meet deadlines and ensure accuracy.
Requirements
- Active CPA license required.
- Bachelor's degree in Accounting, Finance, or a related field.
- Minimum 8 years of public accounting experience.
- At least 3 years of direct trust and estate accounting/tax experience.
- Strong knowledge of:
- Form 1041 Fiduciary Income Tax Returns
- Form 706 Estate Tax Returns
- Form 709 Gift Tax Returns
- Trust accounting principles
- Fiduciary taxation
- Estate administration procedures
- Proficiency with tax preparation software and Microsoft Excel.
- Strong analytical, organizational, and communication skills.
- Ability to manage multiple priorities in a deadline-driven environment.
Benefits
- Medical, Dental, and Vision Insurance
- Life Insurance
- Paid Time Off (PTO)
- Opportunities for professional growth and advancement
Pay: $115,000.00 - $160,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Application Question(s):
- Do you currently hold an active CPA license?
- How many years of direct trust and estate accounting/tax experience do you have, including preparation of Forms 1041, 706, and 709?
- How many years of public accounting experience do you have?
Work Location: In person
