Trust Estate Specialist

Job Description

The Trust & Estate Specialist plays a vital role in managing and preparing tax returns for trusts, estates, and gift taxes, providing expert guidance to clients and team members. This role requires in-depth knowledge of trust and estate taxation, as well as the ability to integrate these concepts with individual, gift, and estate tax planning. The specialist is responsible for ensuring accurate, timely, and compliant trust tax filings, managing a diverse client portfolio, and guiding clients through the complexities of their trust documents.

They mentor and train junior staff, collaborate with attorneys and other professionals to develop effective tax strategies, and seek opportunities to enhance the firm’s trust tax services. Additionally, the role involves maintaining strong client relationships, advising on tax planning, and contributing to the growth of the firm’s trust tax practice.

• Is able to sign tax returns and communicate results to client, with experience doing so (REQUIRED)
• Can utilize various accounting software to pull client information
• Ability to adhere to deadlines and prioritize appropriately
• Help assess and prepare a projection of expected tax liability
• Prepare individual (1040), trust (1041) and gift (709) tax returns
• Ability to recognize the need for an amended return and assist with preparation as needed
• Assist with client tax notices
• Ability to research new tax situations
• Ability to stay up to date on changing tax laws
• Strong communication and organization skills
• Attentive to detail
• A willingness to adapt and embrace new software
• Ability to commute or relocate to Concord, NH
• Other duties as assigned by management
• In office and some hybrid available

Love Public Accounting but hate the hours? We have the position for you! Mason + Rich, CPAs is seeking an experienced, ambitious, career-minded Trust and Estate Specialist (certified public accountant) to join our team of committed professionals. We know that working arduous hours and having no fun is not what you dreamed of. Instead, we offer flexibility and freedom for our CPAs.

We know you have families and a life and we value that. We have those things too.