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Estate and Trust Tax Expert/Manager (Hybrid)

Latitude
Gaithersburg, MD
Hybrid
Full Time
7
Calm

Full Details of Job Post

Job Summary:

We are seeking an experienced Estate and Trust Tax Expert/Manager to join our team. The ideal candidate will have a strong background in tax preparation and accounting for trusts and estates. The Estate and Trust Tax Expert/Manager will be responsible for reading through trust agreements, performing accounting from the trust's financial information, and preparing tax returns. Remote 2-3 days per week.

Responsibilities:

    • Review trust agreements and other relevant documents to understand the terms and provisions
    • Analyze trust financial information to ensure accuracy and completeness
    • Prepare trust accounting, including income, expenses, gains, and losses
    • Prepare and review estate and trust tax returns, including Form 1041
    • Communicate with clients and other professionals to gather necessary information and resolve issues
    • Stay current with tax laws and regulations related to trusts and estates
    • Provide guidance and support to clients and team members on trust and estate tax matters
    • Manage client relationships and ensure client satisfaction
$120,000 - $180,000 a year

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