We are seeking an experienced Fiduciary Tax Accountant to support a Private Client and Fiduciary Services team. This role will be responsible for preparing and reviewing fiduciary income tax returns, supporting attorneys and trustees on tax matters, and ensuring the timely and accurate administration of trust and estate tax compliance.
Key Responsibilities:
· Prepare and review fiduciary income tax returns, trust returns, and related tax filings.
· Research and respond to tax notices and inquiries from taxing authorities.
· Manage day-to-day tax administration for assigned trust relationships.
· Review trust account activity and transaction coding for tax purposes.
· Assist with tax payments, estimates, and compliance requirements.
· Serve as a resource to attorneys, trustees, and clients on fiduciary tax matters.
· Maintain high standards of quality control and accuracy.
· Support process improvements, documentation, and special projects as needed.
Qualifications:
· Bachelor's degree in Accounting or a related field.
· 5+ years of fiduciary tax experience within a law firm, accounting firm, trust company, or financial institution.
· Strong experience with Form 1041 fiduciary income tax returns.
· Understanding of trust accounting and fiduciary administration.
· Experience with fiduciary tax and trust accounting software preferred.
· CPA, EA, or CTFA designation is a plus.
· Strong analytical, organizational, and problem-solving skills.
· Exceptional attention to detail and communication skills.
This is an excellent opportunity for a fiduciary tax professional seeking a highly visible role supporting complex trust and estate relationships while working closely with legal and tax professionals.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.