"Alerted.org

Job Title: Tax Preparer - Estate and Trust

Job Description

Well-established, full-service CPA firm is seeking to add a skilled tax preparer specializing in estate and trust taxation. This role offers a direct placement with hybrid flexibility after training. The position involves preparing various federal and state fiduciary income tax returns and estate tax returns, assisting with estate and trust administration, and providing accurate tax planning advice.

Responsibilities

+ Prepare federal and state fiduciary income tax returns (Form 1041), federal estate tax returns (Form 706), federal and state tax returns (Form 709), and related forms and schedules.

+ Assist with estate and trust administration, including gathering financial data, tracking distributions, and finalizing deceased individuals’ tax affairs.

+ Research and interpret tax laws and regulations to ensure compliance and provide accurate tax planning advice.

+ Collaborate with attorneys, trustees, executors, and beneficiaries to collect necessary information and resolve outstanding issues.

+ Maintain accurate records, monitor filing deadlines, and manage workflow to ensure timely completion of all assignments.

+ Stay current on tax law changes and industry trends through continuing education and professional development.

+ Communicate effectively with clients regarding documentation needs, filing status, and tax planning opportunities.

+ Support developing and implementing client-specific tax strategies, including gifting, charitable contributions, and fiduciary distributions.

+ Ensure all work meets quality standards and complies with relevant regulations and internal procedures.

Essential Skills

+ 3-5+ years of public accounting tax experience, focusing in estate and trust tax.

+ Hands-on experience with Forms 1041, 5227, 709, and 706.

+ Strong knowledge of fiduciary accounting, estate and trust administration, and applicable tax laws.

+ Proficiency with tax preparation software and Microsoft Office Suite.

+ Excellent written and verbal communication skills.

+ Ability to work independently and collaboratively within a team environment.

Additional Skills & Qualifications

+ Bachelor’s degree in Accounting, Finance, or a related field.

+ Experience with Thomson Reuters, CCH Axcess, or similar platforms.

+ CPA or Enrolled Agent designation preferred but not required.

+ Spanish speaker is a bonus.

+ Proactive, client-focused, and able to manage multiple priorities and deadlines.

+ Commitment to ongoing professional development.

Work Environment

The work schedule is HYBRID 2-3 days in office based in Phoenix, Arizona, with a collaborative and supportive work environment.

We offer a competitive salary range with a comprehensive benefits package and opportunities for professional growth. The position allows for hybrid work flexibility after the initial training period, promoting a healthy work-life balance.WEl

Pay and Benefits

The pay range for this position is $75000.00 - $125000.00/yr.

Benefit Summary Available Upon RequestPaid HolidaysPaid PTOPaid VTOPaid Medical InsuranceHealth Spending Account (HSA: for those eligible)Flexible Spending Account (FSA: Dependent Care, Medical, & Limited)Long Term Disability InsurancePaid Leave Medical (up to 12 weeks each year; Oregon only – STD offered to non-Oregon)Paid Life InsurancePaid Jury Duty401(k) Pension & Profit-Sharing Plan (match 4%)Paid ParkingTax-Advantaged Supplemental Insurance Options (i.e., Vision, Dental, Accident, Cancer, etc.)Employee Training Development/MentoringPayment for LicensesCell Phone StipendCostco Membership

What Makes This Opportunity Unique?We understand the importance of investing in our team members, which is why we offer:• Competitive Pay & Benefits: Salary range of $75,000–$125,000 with a comprehensive benefits package.• Professional Growth Opportunities: Ongoing training, resources, and clear career advancement paths.• Collaborative Work Environment: A supportive, team-focused culture where your ideas and expertise are valued.• Work-Life Balance: Flexibility to maintain a healthy balance between your personal and professional life.________________________________________

Workplace Type

This is a hybrid position in Phoenix,AZ.

Application Deadline

This position is anticipated to close on Jul 28, 2025.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.