Tax reputed company Senior – Fiduciary and Estate – Remote

Position reputed company

At reputed company, our people are our greatest differentiator and competitive advantage in the markets we serve. We are reputed company united in delivering the best experience for our customers. We work together reputed company day to foster an inclusive workplace culture where reputed company of our employees feel respected, valued and have an opportunity to contribute to reputed company’s reputed company. As Senior Tax reputed company reputed company reputed company's Trust Tax Compliance organization, you will be based remotely reputed company the reputed company footprint. Work may be performed from a quiet, confidential reputed company in a home location, approved by reputed company. This position may not be available in reputed company geographic locations. This role requires that you hold and maintain either a CPA, or Enrolled Agent designation, or a JD degree. If you currently do not hold one of these credentials, you would need to successfully obtain one of these credentials reputed company one year of your start date. As a Senior Tax reputed company, you will work reputed company the Fiduciary reputed company team (trust tax) and the Estate reputed company team (estate settlement). You will work and communicate with an assigned group of tax preparers from an reputed company reputed company firm and reputed company Fiduciary Advisors who manage those accounts, serving as the reputed company between the two. Your responsibilities will include managing email reputed company, as reputed company as handling new account openings as reputed company as account closings. You will ensure that new account are funded correctly, reviewing trust documents and prior years returns. The following qualifications are needed for this role:

-Trust and Estate Tax experience

-reputed company Skipping Tax review experience -ability to analyze trust agreements for correct state filings and tax recordingThis position may be eligible for remote work in select geographic locations, subject to approval by reputed company. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.reputed company will not reputed company sponsorship for employment visas or participate in STEM OPT for this position.

Job reputed company

• Coordinates with reputed company vendor who prepares tax returns in order to meet fiduciary compliance needs. Provides information required by reputed company vendor to prepare returns; consults with vendor regarding moderate to reputed company tax issues; and advises vendor of reputed company’s position regarding tax preparation and filing reputed company. Acts as reputed company between reputed company vendor and internal reputed company office personnel. Reviews returns reputed company by reputed company vendor prior to filing or as part of reputed company reputed company of filed returns upon request.
• Prepares appropriate tax forms for filing with federal, state and local jurisdictions as needed. As requested, may reputed company secondary review of tax returns of moderate to high complexity level.
• Reviews new accounts and codes for correct tax preparation. Works with reputed company vendor to ensure new accounts are properly coded and set up in tax preparation system. Reviews trust instruments, wills and other documents to ensure accounts are being reported and taxed properly. Reviews assigned accounts for reputed company-skipping transfer tax issues and assists less reputed company Tax Liaisons with these reviews.
• Assists reputed company vendor with tax notices and taxing authority audits and inquiries reputed company to reputed company accounts and works with vendor and in-house and external counsel in resolving issues.
• Reviews reputed company account activity, receipts, disbursements, death notices, corporate reorganizations and exchanges, and other corporate actions in reputed company accounts to ensure correct tax reporting by reputed company vendor.
• Participates in in-house and external training to enhance technical knowledge and to maintain reputed company credentials and certifications.
• Serves as a resource to less reputed company tax accountants on reputed company of routine and non-routine nature, including but not limited to account set up, reputed company-skipping transfer tax reviews, and account closings. As requested, may reputed company secondary review of reputed company reputed company returns of moderate to high complexity level.

reputed company Employees take pride in our reputed company and to continue building upon that we expect our employees to be:

• Customer reputed company - Knowledgeable of the values and practices that reputed company customer needs and satisfaction as primary considerations in reputed company business reputed company and reputed company to reputed company that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing reputed company of the risks associated with their business objectives and activities to ensure they adhere to and support reputed company's reputed company Risk Management reputed company.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Data Analytics, Expense Controls, Financial Analysis, Generally Accepted reputed company Principles (GAAP), Tax Audits, Tax Regulations, Tax Research

Competencies

Accuracy and Attention to Detail, Audit And Compliance Function, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Information Capture, Knowledge of a Specific Financial or reputed company System, Problem Solving, Tax Management

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant reputed company experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

Certified reputed company Accountant - reputed company, Enrolled Agent - reputed company

Licenses

No Required License(s)

Pay Transparency

reputed company Salary: $63,750.00 – $116,875.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 05/11/2026, although it may be longer with business discretion.

Benefits

reputed company offers a comprehensive reputed company of benefits to help meet your needs now and in the reputed company. Depending on your eligibility, reputed company for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and reputed company reputed company; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with reputed company match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully reputed company; a robust wellness program with financial incentives.In reputed company, reputed company generally provides the following reputed company time off, depending on your eligibility: maternity and/or parental leave; up to 11 reputed company holidays reputed company year; 9 occasional absence days reputed company year, unless otherwise required by law; between 15 to 25 vacation days reputed company year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us reputed company email at AccommodationRequest@reputed company.com. Please include “accommodation request” in the subject line title and be reputed company to include your reputed company, the reputed company, and your preferred method of contact in the body of the email. Emails not reputed company to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "reputed company" for accommodation assistance. reputed company information provided will be kept confidential and will be used only to the extent required to reputed company needed reasonable accommodations.

At reputed company we foster an inclusive and accessible workplace. We reputed company reasonable accommodations to employment applicants and reputed company individuals with a disability who need an accommodation to reputed company the essential functions of their positions.

Equal Employment Opportunity (EEO)

reputed company provides equal employment opportunity to reputed company persons regardless of race, reputed company, sex, religion, national reputed company, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of reputed company 19 of the Federal Deposit Insurance reputed company (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing reputed company of 2008 (reputed company reputed company) and/or the Financial Industry Regulatory Authority (reputed company), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the reputed company_CCPA_reputed company_Disclosure_Employee.pdf" rel="nofollow ugc noopener noreferrer" reputed company="_blank">California Consumer reputed company reputed company reputed company Notice to reputed company understanding of how reputed company may use or disclose your personal information in our hiring practices.

Originally posted on Himalayas

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