Recruitify USA · 3 months ago
Remote CPA – Trusts & Estates Tax (Law Firm)
United States
Full-time
Remote
Senior Level
$130K/yr - $150K/yr
5+ years expRecruitify USA is seeking a CPA with expertise in Trusts & Estates to join their team. The role involves preparing and reviewing various tax forms, overseeing trust accounting, and collaborating with clients and attorneys to ensure compliance and accuracy in tax-related matters.
Staffing & Recruiting
Responsibilities
Prepare and review IRS Forms 706 (Estate Tax), 709 (Gift Tax), 1041 (Fiduciary Income Tax), and CA Form 541
Oversee trust funding, asset allocation, and ensure compliance with trust documents
Work directly with attorneys, fiduciaries, and clients to gather tax-related documents and finalize filings
Assist with estate and gift tax planning strategy execution and documentation
Liaise with legal teams, financial advisors, and third-party tax professionals to ensure accuracy and consistency
Maintain accurate records and ensure timely submission of all filings to IRS and FTB
Qualification
Required
Active CPA license required (California preferred)
5+ years of CPA experience focused on estate, gift, and fiduciary taxation
Deep knowledge of Forms 706, 709, 1041, and 541
Comfortable using Microsoft Office and tax software (e.g., CCH Axcess, Lacerte, or similar)
High accuracy and ability to manage multiple filings and deadlines
Preferred
Candidates from law firms, CPA firms, trust companies, or private client groups are ideal
Benefits
401(k) with matching
Health, Dental, and Vision Insurance
Paid Time Off
Fully Remote Work Model
Company
Recruitify USA
Recruitify helps law firms hire top legal talent without the noise.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase