Trout CPA · 2 months ago
Estate & Trust Tax Specialist
Lancaster,PA,US
Full-time
Onsite
Entry, Mid Level
1+ years expTrout CPA is a full-service public accounting firm seeking an Estate & Trust Tax Specialist in its Tax Department. The role involves preparing tax returns, researching tax laws, and collaborating on client-specific tax planning strategies to meet client service needs.
AccountingConsultingFinanceFinancial Services
Responsibilities
Prepare individual and fiduciary income tax returns, and estate and gift tax returns, including Form 706, 1041 and other relevant forms
Research and analyze tax laws and regulations to ensure compliance
Collaborate on the development of client specific tax planning strategies, including strategies for gifting, charitable contributions, and fiduciary distributions
Assist with estate administration
Work closely with other tax professionals and team members to ensure seamless delivery of services to clients
Stay up-to-date on tax law changes and industry trends through continuing education and professional development activities
Manage workflow, complete tasks daily, ensure deadlines are met, and work is completed accurately
Qualification
Required
Bachelor's degree
1 – 5 years of experience in estate and trust accounting and administration and/or personal and fiduciary income tax preparation
Attention to detail and accuracy
Exceptional written communication skills
Ability to work effectively, efficiently, and collaboratively with other team members
Company
Trout CPA
Trout CPA is an accounting firm based in Pennsylvania.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Rice
Partner, Transaction Advisory Services
Brian D. Wassell, CPA, CMAA
CPA / Partner
Recent News
2026-01-16
2025-09-30
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