Senior Tax Accountant - TRUST Exp. Required

    Highlights

    The ideal candidate is a licensed CPA with expertise in fiduciary income tax returns, estate and gift tax compliance, trust accounting, and high-net-worth client service. This role requires strong technical accounting and tax skills, attention to detail, and the ability to manage multiple client engagements while providing exceptional client service.

    Numbers & Facts

    LocationSan Jose, CA

    Description

    Job Description

    Job Description

    We are seeking an experienced Senior Accountant with a strong background in trust and estate accounting and taxation. The ideal candidate is a licensed CPA with expertise in fiduciary income tax returns, estate and gift tax compliance, trust accounting, and high-net-worth client service. This role requires strong technical accounting and tax skills, attention to detail, and the ability to manage multiple client engagements while providing exceptional client service.

    Required

    • Active CPA license.
    • Bachelor's degree in Accounting, Finance, or related field.
    • 8+ years of public accounting experience.
    • 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 in tax preparation software and Microsoft Excel.

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