Tax Senior - Estate & Trust Tax

A well-established, highly profitable regional CPA firm is seeking an experienced Tax Senior with Estate and Trust Tax expertise to join its 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.

Our firm offers a collaborative culture, flexible hybrid work environment, competitive compensation, outstanding benefits, generous bonus potential, and a clear path for career advancement.

What You'll Do

• 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.

Qualifications

• 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.

Why Join Our Team?

• 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).

• 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.

If you're a public accounting professional with estate and trust tax experience looking to grow your career in a supportive, high-performing firm, we'd love to hear from you.