Trust & Estate Tax Senior

Job Description

Job Description

Trust & Estate Tax Senior

Job Title: Trust and Estate Tax Senior
Location: Scottsdale, AZ (Hybrid/Onsite)
Firm Size: Midsize CPA Firm
Salary Range: $95,000 - $115,000 (Depending on experience)

About Us

We are a leading midsize CPA firm in Scottsdale, Arizona , dedicated to providing high-touch, premium financial solutions. Our team balances a collaborative, supportive culture with the technical expertise of a national agency. We value work-life balance and offer clear pathways for career advancement.

Position Overview

We are seeking a skilled Trust and Estate Tax Senior to manage complex tax compliance and planning for high-net-worth individuals, trusts, and estates. You will act as a trusted advisor, working directly with clients and mentoring junior staff.

Key Responsibilities

• Prepare and review complex fiduciary income tax returns (Form 1041).
• Manage estate and gift tax returns (Forms 706 and 709).
• Analyze trust agreements , wills, and other legal documents for tax implications.
• Provide strategic tax planning and wealth preservation advice to clients.
• Supervise and mentor tax associates, providing constructive feedback and training.
• Research complex federal and state trust/estate tax laws and regulations.
• Maintain strong client relationships through proactive communication and meetings.

Qualifications

• Experience: 3+ years of public accounting tax experience, focusing heavily on trusts and estates.
• Education: Bachelor's degree in Accounting, Finance, or a related field.
• Credentials: CPA license or Enrolled Agent (EA) designation highly preferred (or actively pursuing).
• Software: Proficiency with tax software (e.g., CCH Axcess, UltraTax) and research tools (e.g., RIA Checkpoint).
• Skills: Excellent communication, strong analytical thinking, and deep knowledge of IRS tax codes related to estates and trusts.

What We Offer

• Competitive Salary: $95,000 - $115,000 base.
• Bonus Program: Performance-based incentives.
• Comprehensive Benefits: Health, dental, and vision insurance.
• Retirement: 401(k) plan with generous employer matching.
• Work-Life Balance: Hybrid work options and manageable busy season hours.
• Growth: Paid CPE courses and clear advancement paths to Manager level.

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/29/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.