Tax Senior, CPA
Jobot
Pasadena, CA(remote)
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JOB DETAILS
SALARY
$100,000–$150,000 Per Year
LOCATION
Pasadena, CA
POSTED
8 days ago
This Jobot Job is hosted by: Stanton Sikorski
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $100,000 - $150,000 per year
A bit about us:
Based in Pasadena, with multiple offices across California, we are a legacy firm built on integrity and practical innovation. As trusted family and business advisors for over a century, we provide strategic legal counsel rooted in thoroughness and common-sense solutions. Our Trusts & Estates team is recognized for its expertise in estate planning, administration, and high-net-worth tax matters.
Why join us?
- Competitive Base Salary Up to $150k (DOE)
- Quarterly Bonus Incentives
- Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Matching 401(k), PTO
- Flexible Work Model – Open to Fully Remote Candidates
- Collaborative, Team-Based Environment
Job Details
- Prepare/review IRS Forms 706 (Estate), 709 (Gift), 1041 (Fiduciary), and CA Form 541
- Support post-death tax planning, trust funding, and sub-trust allocations
- Analyze estate documents and tax implications
- Collaborate with fiduciaries, attorneys, and financial advisors
- Handle IRS/state notices and assist with audits
- Conduct research on estate, gift, fiduciary, and GST issues
Looking For:
- Active CA CPA license
- 4+ years’ trust and estate tax experience (including some exp. with 706, 709, 1041, 541
- Proficient with tax software (e.g., Lacerte, CCH Axcess)
- Strong communication, organizational, and problem-solving skills
- Based in CA (or open to remote work with CA clients)
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
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About the Company
J
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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COMPANY SIZE
100 to 499 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com