Sr Tax Associate-Estate, Trust, & Gift Tax Returns

Direct Hire


Sr Tax Associate -Estate, Trust, & Gift Tax Returns (Fully Remote)(Multiple roles)
National /Remote


We are currently seeking a Tax Senior to join our Estate/Trust niche in the Tax Practice.

Our basic estate and trust services include:

  • Estate and gift tax planning
  • Estate, gift and trust tax return preparation
  • Post-mortem planning and estate administration
  • Charitable planning
  • Trust and court accounting
  • Life insurance planning
  • Accounting and bookkeeping services
  • Retirement account planning
  • Multi-generation planning
  • Business succession planning and valuation


  • Prepare and review estate, trust, and gift tax returns, as well as closely held business returns (pass-through entities) and individual income tax returns.
  • Build on strong coaching skills to mentor key talent
  • Share and transfer knowledge and skills to the team
  • Consult with high-net-worth clients on income tax, trust, estate, and inheritance tax planning
  • Engage in ongoing personal development in line with the competency model
  • Develop and nurture long-term relationships with client senior management
  • Develop solutions for clients and champion the implementation of ideas
  • Review and confirm assignment objectives, scope and work plan with client
  • Identify assignment resource requirements and ensure the most appropriate resources are assigned to specific assignment roles
  • Anticipate, identify and resolves complex assignment issues
  • Seek regular client assessment of assignment progress and overall feedback on performance


  • Bachelor’s Degree in Accounting, Tax, Finance or related discipline, Master’s in Taxation preferred
  • Minimum of 3 years of US tax consulting/compliance experience in public accounting
  • Understanding of the concepts of Estate, Trust and Gift planning
  • Experience researching estate, gift and trust tax issues
  • Experience readin
  Apply with Github   Apply with Linkedin   Apply with Indeed
  Stack Overflow