Tax Senior (estate & Trust)

Lucas Horsfall

Los Angeles, CA, United States
Base: $80,000 - $110,000 py; bonus/equity: discret...
On-site
Prepare estate and trust tax returns
Review forms 706, 709, and 1041
Individual and partnership tax experience
The role involves preparing estate and trust tax returns while supervising staff and conducting tax research

Job Summary

  • The role involves preparing estate and trust tax returns while supervising staff and conducting tax research.
  • Lucas Horsfall offers a supportive culture with flexible PTO, 401(k) matching, and tuition reimbursement.
  • Candidates must have at least three years of experience specifically with forms 706, 709, and/or 1041.

Matching Summary

The role involves preparing estate and trust tax returns while supervising staff and conducting tax research.

Salary

Base: $80,000 - $110,000 per year; Bonus/Equity: Discretionary bonus; Benefits: Flexible PTO, 401(k) matching, tuition reimbursement

Skills & Requirements

Must-have

  • Prepare estate and trust tax returns
  • Review forms 706, 709, and 1041
  • Individual and partnership tax experience
  • Project management and deadline prioritization

Nice-to-have

  • Consultative advising experience
  • Knowledge of CCH Axcess Tax and Lacerte
  • Desire for future firm ownership
  • Fun and diverse team culture

Key Requirements

  • Bachelor's degree in accounting or finance
  • 3+ years experience with forms 706, 709, 1041
  • Minimum two years individual/partnership tax experience
  • Working towards CPA licensure

Work Rights

Not specified

Tailored Resume

Cover Letter