Trust Tax Returns Jobs

The Trust Officer role involves servicing private and corporate trust accounts within a banking environment, focusing on long-term relationship management across multiple generations. Key responsibilities include conducting ongoing account and distribution reviews, interpreting governing documents such as wills and trusts, and coordinating estate settlements with attorneys and accountants. The position also requires leading tax return preparations and participating in administrative committees to drive process improvements. This opportunity is appealing due to the bank's strong reputation for employee retention and a collaborative culture that values deep professional connections. The role supports career growth through involvement in strategic projects and system conversions, offering a stable environment for experienced trust administration professionals.

The Trust Officer role involves servicing private and corporate trust accounts within a banking environment, focusing on long-term relationship management across multiple generations. Key responsibilities include conducting ongoing account and distribution reviews, interpreting governing documents like wills and trusts, coordinating estate settlements with attorneys and accountants, and leading tax return preparation. The position requires collaboration with internal teams and external advisors to ensure accurate administration and compliance. This opportunity is appealing due to the bank's strong reputation for employee retention and a supportive culture that values professional growth. The role offers a stable environment for experienced professionals to apply their expertise in trust administration and investment knowledge while working with a dedicated team.

This opportunity involves a Tax Partner or Manager role within a well-established, highly profitable regional CPA firm in the Bremerton office. The position focuses on overseeing all tax, accounting, and management advisory services, including reviewing and signing tax returns while managing client relationships and business development. Key responsibilities include leading staff recruitment, training, and performance evaluations, as well as establishing professional development programs and participating in firm governance committees. The role is appealing due to the potential for direct entry into partnership, a hybrid work schedule offering flexibility between home and office, and a strong emphasis on work-life balance. Candidates with significant trust and estate tax experience are preferred to support the firm's growing practice and succession planning.

The Tax Manager role within BDO's Private Client Services practice focuses on delivering high-touch tax compliance and consulting to high net-worth individuals and complex financial structures. Key responsibilities include managing client engagements, reviewing intricate tax returns for estates and trusts, conducting advanced tax research, and supervising a team of associates and senior associates. This position offers the appeal of working in a boutique environment that values individuality and meaningful connections, supported by a unique Employee Stock Ownership Plan that allows professionals to share in the firm's growth. The role emphasizes career development, mentorship, and a collaborative culture centered on helping clients thrive.

This full-time Senior Estate Administration Attorney role at Steinbacher Goodall & Yurchak supports the Legal & Regulatory Compliance team in managing complex post-death estate and trust matters. Key responsibilities include guiding clients through probate and settlement processes, interpreting wills and trusts, handling tax compliance, and appearing in Pennsylvania courts. The position also involves mentoring junior staff and collaborating with financial professionals to ensure accurate asset distribution. The role appeals to experienced attorneys seeking a supportive culture that values continuous learning and high-quality service. It offers a hybrid work arrangement balancing in-office collaboration with remote flexibility, allowing professionals to deepen their expertise in elder law while making a meaningful impact on families.

This full-time Tax Manager role in Nashville focuses on high-net-worth individual taxation, including trusts, estates, and gift tax matters. The position involves leading complex compliance and planning engagements, performing final technical reviews on tax returns, and managing staff development. Key responsibilities include researching intricate tax issues, overseeing client relationships, and monitoring project quality and billing. The role appeals to CPA professionals seeking a collaborative environment that values technical expertise, proactive client service, and professional growth. The firm offers a supportive setting for those eager to strengthen their leadership skills while working with sophisticated tax portfolios.

This full-time Estate Planning Paralegal role supports a firm with a strong history of retaining staff in a client-facing environment. The position focuses on sophisticated estate planning and probate matters within Wisconsin. Key responsibilities include preparing trust and probate documents, managing fiduciary accountings and tax returns, and overseeing court and tax filing schedules. The role is appealing due to the firm's commitment to long-term career growth and a supportive work culture. Candidates must have at least two years of relevant experience in estate administration. The position offers a comprehensive benefits package.

The Tax Senior role involves leading tax operations within a growing firm, focusing on individual, partnership, trust, and corporate tax returns. Key responsibilities include conducting complex tax research, preparing and reviewing returns, managing and training a team of associates, and maintaining strong client relationships through direct meetings and presentations. The position appeals to candidates seeking a dynamic environment with opportunities for professional growth and the chance to work with cross-functional teams. The role requires a CPA designation or progress toward it, along with four or more years of tax experience. It is designed for self-driven professionals who thrive in a fast-paced setting with minimal direction.

This Tax Senior role supports a growing firm by leading a team of associates and managing complex client engagements. Key responsibilities include conducting detailed tax research, preparing and reviewing returns for individuals, partnerships, trusts, and corporations, and delivering strategic presentations to clients. The position appeals to professionals seeking a dynamic environment with opportunities for leadership development and career growth. Candidates will work in a fast-paced setting that values strong organizational skills and cross-functional collaboration. The role requires a CPA designation or progress toward one, along with four or more years of tax experience.

This Tax Senior role supports a growing firm by leading a team of tax associates and delivering high-quality client service. Key responsibilities include conducting complex tax research, preparing and reviewing returns for individuals, partnerships, trusts, and corporations, and managing client relationships through meetings and presentations. The position appeals to professionals seeking growth within a dynamic, fast-paced environment that values cross-functional collaboration and offers the chance to mentor junior staff. Candidates must possess four or more years of tax experience and hold or be pursuing a CPA designation. The role requires strong organizational skills and the ability to work independently with minimal direction.

This Tax Senior role supports a growing firm by leading a team of associates and managing client engagements. Key responsibilities include conducting complex tax research, preparing and reviewing returns for individuals, partnerships, trusts, and corporations, and delivering presentations to clients. The position appeals to professionals seeking a collaborative environment with opportunities for career growth and the chance to mentor junior staff. Candidates must possess a CPA designation or be working toward one, along with four or more years of tax experience. The role is based on-site and requires strong organizational skills and the ability to work effectively in a fast-paced setting.

This Tax Senior role supports a growing firm by leading a team of tax associates and delivering high-quality client service. Key responsibilities include conducting complex tax research, preparing and reviewing returns for individuals, partnerships, trusts, and corporations, and managing client relationships through meetings and presentations. The position appeals to professionals seeking a dynamic environment with opportunities for leadership and professional growth. Candidates are expected to have four or more years of tax experience and a CPA designation or progress toward one. The role offers a collaborative culture within a fast-paced setting, requiring strong organizational skills and the ability to work independently.

This Tax Senior role involves leading a team within a growing professional services firm to deliver high-quality tax solutions. Key responsibilities include preparing and reviewing complex tax returns for individuals, partnerships, trusts, and corporations, conducting in-depth tax research, and managing client relationships through direct meetings and presentations. The position offers an appealing path for career advancement within a supportive environment that values professional growth. Candidates will work in a fast-paced setting requiring strong organizational skills and the ability to operate with minimal direction. The role is suitable for a CPA or candidate with over four years of experience and proficiency in tools like Quickbooks.

This Tax Senior role involves leading a team within a growing professional services firm to deliver high-quality tax solutions. Key responsibilities include preparing and reviewing complex tax returns for individuals, partnerships, trusts, and corporations, conducting in-depth tax research, and managing client relationships through direct meetings and presentations. The position offers an appealing path for career advancement within a supportive environment that values professional growth. Candidates will work in a fast-paced setting requiring strong organizational skills and the ability to operate with minimal direction. The role is ideal for a CPA or candidate working toward designation who seeks to mentor associates and drive strategic client service.

This Tax Senior role involves leading a team within a growing professional services firm to deliver high-quality tax solutions. Key responsibilities include preparing and reviewing complex tax returns for individuals, partnerships, trusts, and corporations, conducting detailed tax research, and managing client relationships through direct meetings and presentations. The position offers a clear path for career advancement within a supportive environment that values professional growth. Ideal candidates will leverage their CPA designation and experience to mentor associates while navigating a fast-paced, collaborative culture. The role requires strong organizational skills and the ability to work effectively with cross-functional teams.

The Tax Manager role at Benchmark International Tax Services involves leading client relationships and overseeing a small team within a rapidly growing advisory firm serving high-net-worth individuals and business owners. Key responsibilities include managing a portfolio of tax compliance and planning engagements, supervising staff to ensure technical accuracy and quality control, and supporting business development through client onboarding and sales activities. The position is appealing due to the firm's collaborative culture, emphasis on professional growth and internal promotion, and a balanced work model that prioritizes strategic client interactions over traditional deadline rushes. The role offers the opportunity to leverage a strong global brand and unique market access while contributing to a mission-driven organization focused on excellence and community service.

This Tax Manager role at a growing Midwest CPA firm involves leading client relationships, managing complex tax planning for diverse industries, and mentoring staff. The position focuses on overseeing a portfolio of engagements for closely held businesses, real estate, and nonprofits while identifying opportunities for business growth. The opportunity is appealing due to a clear path to partnership, a flexible hybrid work schedule, and an entrepreneurial culture that values builders. The firm is actively expanding its footprint and team, offering professionals the chance to shape the organization's future in communities where high-quality advisory services are in demand.

This hybrid Senior Accountant role in Milwaukee supports a professional services team delivering accounting, payroll, and tax solutions to diverse clients. Key responsibilities include managing general ledger functions, processing payroll and tax returns, performing bank reconciliations, and providing strategic financial advice to clients. The position emphasizes professional growth through mentoring opportunities and collaboration within a fast-paced environment. The role is appealing due to Sikich's distinct culture of optimism and servant leadership, which fosters continuous innovation without ego. Employees benefit from a flexible time-off policy, comprehensive wellness programs, and a supportive work arrangement that balances on-site presence with virtual flexibility.

This Tax Manager role supports a growing firm by leading a team of tax associates and delivering high-quality client service. The position involves conducting complex tax research, preparing and reviewing returns for individuals, partnerships, trusts, and corporations, and managing client relationships through meetings and presentations. The role requires a CPA designation or progress toward one, along with strong experience in tax preparation and QuickBooks. It appeals to self-driven professionals seeking growth within a collaborative, fast-paced environment. The position offers the opportunity to mentor associates and develop strategic tax solutions while working with cross-functional teams.

This Tax Manager role involves leading a team within a growing professional services firm to deliver high-quality tax solutions. Key responsibilities include conducting complex tax research, preparing and reviewing returns for individuals, partnerships, trusts, and corporations, and managing client relationships through direct meetings and presentations. The position requires a CPA designation or progress toward one, along with strong experience in QuickBooks and 1040 filings. The opportunity is appealing due to the firm's growth trajectory, offering a collaborative environment where professionals can mentor associates and drive strategic initiatives. The role supports a dynamic, fast-paced culture that values self-direction and cross-functional teamwork.

This Tax Manager role supports a growing firm by leading a team of tax associates and delivering high-quality client service. The position involves overseeing the preparation and review of complex tax returns for individuals, partnerships, trusts, and corporations, alongside conducting detailed tax research and analysis. Key responsibilities include managing associate training, maintaining strong client relationships, and presenting findings during client meetings. The opportunity is appealing for candidates seeking to join an award-winning organization with a collaborative culture and room for professional growth. A CPA designation or progress toward one is required, along with experience in external relationship management and QuickBooks. The role is based on-site within a fast-paced environment that values self-driven individuals with strong organizational skills.

This Tax Manager role supports a growing firm by leading a team of tax associates and delivering high-quality client service. Key responsibilities include conducting complex tax research, preparing and reviewing returns for individuals, partnerships, trusts, and corporations, and managing client relationships. The position requires strong organizational skills and experience with 1040 returns. The opportunity is appealing due to the chance to join a well-respected, expanding organization with a collaborative culture. The role involves working in a fast-paced environment with minimal direction, offering significant professional growth for a CPA or candidate working toward designation.

This Tax Manager role involves leading a team within a growing professional services firm to deliver high-quality tax solutions. Key responsibilities include conducting complex tax research, preparing and reviewing returns for individuals, partnerships, trusts, and corporations, and managing client relationships. The position requires a CPA designation or progress toward one, along with strong experience in tax preparation and QuickBooks. The opportunity is appealing due to the firm's growth trajectory, which offers significant professional development and leadership experience. The work environment is fast-paced and collaborative, emphasizing flexibility and the ability to work with minimal direction.

This Tax Manager role supports a growing firm by leading a team of tax associates and delivering high-quality client service. The position involves conducting complex tax research, preparing and reviewing returns for individuals, partnerships, trusts, and corporations, and managing key client relationships. A CPA designation or progress toward one is required along with strong experience in tax preparation and QuickBooks. The opportunity appeals to self-driven professionals seeking growth within a collaborative, fast-paced environment. The role emphasizes mentorship, strategic planning, and direct client interaction, offering a chance to advance in a well-respected organization.

This Tax Manager role supports a growing firm by leading a team of tax associates and delivering high-quality client service. The position involves conducting complex tax research, preparing and reviewing returns for individuals, partnerships, trusts, and corporations, and managing client relationships. A CPA designation or progress toward one is required along with strong experience in tax preparation and QuickBooks. The opportunity appeals to professionals seeking growth within a dynamic, fast-paced environment where they can mentor staff and work with cross-functional teams. The role offers a chance to join an award-winning organization focused on developing people and companies.