Job Description
Fully Remote Tax Senior Opportunity (CPA Needed) - Trusts & Estates - Exp. w/ 706, 709, 1041, 541 - Award-Winning Regional Firm This Jobot Job is hosted by: Stanton Sikorski
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $100,000 - $150,000 per year
A bit about us: Based in Pasadena, with multiple offices across California, we are a legacy firm built on integrity and practical innovation. As trusted family and business advisors for over a century, we provide strategic legal counsel rooted in thoroughness and common-sense solutions. Our Trusts & Estates team is recognized for its expertise in estate planning, administration, and high-net-worth tax matters.
Why join us? - Competitive Base Salary Up to $150k (DOE)
- Quarterly Bonus Incentives
- Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Matching 401(k), PTO
- Flexible Work Model – Open to Fully Remote Candidates
- Collaborative, Team-Based Environment
Job Details - Prepare/review IRS Forms 706 (Estate), 709 (Gift), 1041 (Fiduciary), and CA Form 541
- Support post-death tax planning, trust funding, and sub-trust allocations
- Analyze estate documents and tax implications
- Collaborate with fiduciaries, attorneys, and financial advisors
- Handle IRS/state notices and assist with audits
- Conduct research on estate, gift, fiduciary, and GST issues
Looking For:
- Active CA CPA license
- 4+ years’ trust and estate tax experience (including some exp. with 706, 709, 1041, 541
- Proficient with tax software (e.g., Lacerte, CCH Axcess)
- Strong communication, organizational, and problem-solving skills
- Based in CA (or open to remote work with CA clients)
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Job Tags
Local area, Remote work, Flexible hours,