Fiduciary Tax Expert

6 days ago


Lancaster, Pennsylvania, United States Trout CPA Full time

We are seeking an experienced Estate & Trust Tax Specialist to join our team at Trout CPA. As a member of our Tax Department, you will be responsible for working directly with clients and individual and fiduciary firm leadership to ensure all client service needs are met.

The ideal candidate will have a Bachelor's degree and 1-5 years of experience in estate and trust accounting and administration, as well as personal and fiduciary income tax preparation. Strong analytical and communication skills, combined with a deep understanding of tax laws and regulations, are essential.

Key Responsibilities:

  • Prepare accurate and compliant tax returns for individuals and estates
  • Research and develop effective tax planning strategies for clients
  • Collaborate with team members to deliver seamless services to clients

Requirements:

  • Bachelor's degree
  • 1-5 years of experience in estate and trust accounting and administration
  • Strong attention to detail and accuracy
  • Exceptional written communication skills

Estimated Salary: $75,000 - $90,000 per year

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