Tax Senior - Estate & Trust Tax

We are a well-established, highly profitable regional CPA firm seeking an experienced Tax Senior with Estate and Trust Tax expertise to join our growing tax practice. This is an outstanding opportunity for a public accounting professional who enjoys working on complex fiduciary tax engagements while maintaining a healthy work-life balance.

Responsibilities

• Prepare and review federal and state tax returns with an emphasis on:
  • Estates
  • Trusts
  • Fiduciary entities
  • High-net-worth individuals
• Assist with tax planning strategies for estate, trust, and individual clients.
• Conduct technical tax research and resolve complex tax issues.
• Prepare responses to tax notices and assist with governmental tax examinations.
• Deliver exceptional client service while managing multiple engagements and meeting deadlines.
• Collaborate with managers and partners on complex tax matters and planning opportunities.
• Review work prepared by junior staff and provide constructive feedback.
• Mentor and train staff accountants while supporting their professional development.
• Stay current on tax legislation and regulations affecting estate, trust, and fiduciary taxation.

Requirements

• Bachelor's degree in Accounting required; Master's in Taxation or related field preferred.
• 2–5 years of progressive public accounting tax experience.
• Required experience preparing estate and trust (fiduciary) tax returns.
• Experience with high-net-worth individual tax returns is a plus.
• CPA license preferred (or progress toward CPA certification is a plus).
• Previous experience reviewing staff work or mentoring junior accountants preferred.
• Strong technical tax research and analytical skills.
• Excellent organizational, communication, and client service abilities.
• Ability to manage multiple priorities while maintaining exceptional attention to detail.

Benefits

• Hybrid work environment offering flexibility between home and office.
• Excellent work-life balance.
• Competitive salary with significant bonus opportunities.
• Comprehensive benefits package.
• 5% employer contribution to your 401(k).

About the Role

• Opportunity to work with both SEC and privately held clients across diverse industries.
• Exposure to sophisticated estate, trust, and high-net-worth tax engagements.
• Collaborative team environment with direct access to experienced leadership.
• Fast-track career advancement within a stable, growing regional CPA firm.