Job Description

Job Description

Job Description

Fully Remote Tax Senior Opportunity (CPA Needed) - Trusts & Estates - Exp. w/ 706, 709, 1041, 541 - Award-Winning Regional Firm

This Jobot Job is hosted by: Stanton Sikorski
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $100,000 - $150,000 per year

A bit about us:

Based in Pasadena, with multiple offices across California, we are a legacy firm built on integrity and practical innovation. As trusted family and business advisors for over a century, we provide strategic legal counsel rooted in thoroughness and common-sense solutions. Our Trusts & Estates team is recognized for its expertise in estate planning, administration, and high-net-worth tax matters.

Why join us?

• Competitive Base Salary Up to $150k (DOE)
• Quarterly Bonus Incentives
• Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Matching 401(k), PTO
• Flexible Work Model – Open to Fully Remote Candidates
• Collaborative, Team-Based Environment

Job Details

• Prepare/review IRS Forms 706 (Estate), 709 (Gift), 1041 (Fiduciary), and CA Form 541
• Support post-death tax planning, trust funding, and sub-trust allocations
• Analyze estate documents and tax implications
• Collaborate with fiduciaries, attorneys, and financial advisors
• Handle IRS/state notices and assist with audits
• Conduct research on estate, gift, fiduciary, and GST issues

Looking For:

• Active CA CPA license
• 4+ years’ trust and estate tax experience (including some exp. with 706, 709, 1041, 541
• Proficient with tax software (e.g., Lacerte, CCH Axcess)
• Strong communication, organizational, and problem-solving skills
• Based in CA (or open to remote work with CA clients)

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Company Description

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Job Tags

Local area, Remote work, Flexible hours,

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