Job Juncture
Overview
We’re seeking an experienced
Tax Senior Trusts & Estates
to join our growing team in Oregon. This is a unique opportunity to specialize in estate, gift, and fiduciary taxation while also working across corporate, pass-through entity, and individual returns. Key Responsibilities
Prepare and review
estate, gift, fiduciary, corporate, pass-through entity, and individual tax returns
with accuracy and efficiency. Analyze estate planning documents (wills, trusts, codicils, POAs) and correctly apply provisions. Provide consulting and planning services for clients facing complex tax and estate matters. Collaborate closely with managers, partners, and team members to deliver top-tier service. Participate in special projects, including estate planning, tax research, and consulting engagements. Engage in community and networking events to strengthen professional relationships. Qualifications
35 years of public accounting experience with progressive tax complexity. Strong working knowledge of:
Trust taxation theory, fiduciary accounting income, and distributable net income rules. Revocable living trusts, grantor trusts, marital trusts, bypass trusts, charitable split-interest trusts. Oregon estate tax laws. Corporate, pass-through entity, and individual taxation.
CPA license preferred (or actively pursuing completion of the CPA exam). If licensed, must be a member in good standing with the AICPA. Excellent communication, analytical, and relationship-building skills. Why This is a Great Opportunity
Specialization:
Focus on high-value Trusts & Estates work while maintaining variety across tax areas. Leadership:
Play a key role in projects and mentor others on technical matters. Community Impact:
Be part of local networking and professional events. Career Growth:
Expand your expertise in a hybrid work environment that encourages continuous learning. This is a fantastic opportunity for a motivated tax professional who wants to deepen their Trusts & Estates expertise while still enjoying exposure to diverse areas of taxation. Apply #J-18808-Ljbffr
We’re seeking an experienced
Tax Senior Trusts & Estates
to join our growing team in Oregon. This is a unique opportunity to specialize in estate, gift, and fiduciary taxation while also working across corporate, pass-through entity, and individual returns. Key Responsibilities
Prepare and review
estate, gift, fiduciary, corporate, pass-through entity, and individual tax returns
with accuracy and efficiency. Analyze estate planning documents (wills, trusts, codicils, POAs) and correctly apply provisions. Provide consulting and planning services for clients facing complex tax and estate matters. Collaborate closely with managers, partners, and team members to deliver top-tier service. Participate in special projects, including estate planning, tax research, and consulting engagements. Engage in community and networking events to strengthen professional relationships. Qualifications
35 years of public accounting experience with progressive tax complexity. Strong working knowledge of:
Trust taxation theory, fiduciary accounting income, and distributable net income rules. Revocable living trusts, grantor trusts, marital trusts, bypass trusts, charitable split-interest trusts. Oregon estate tax laws. Corporate, pass-through entity, and individual taxation.
CPA license preferred (or actively pursuing completion of the CPA exam). If licensed, must be a member in good standing with the AICPA. Excellent communication, analytical, and relationship-building skills. Why This is a Great Opportunity
Specialization:
Focus on high-value Trusts & Estates work while maintaining variety across tax areas. Leadership:
Play a key role in projects and mentor others on technical matters. Community Impact:
Be part of local networking and professional events. Career Growth:
Expand your expertise in a hybrid work environment that encourages continuous learning. This is a fantastic opportunity for a motivated tax professional who wants to deepen their Trusts & Estates expertise while still enjoying exposure to diverse areas of taxation. Apply #J-18808-Ljbffr