About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

• Prepare estimates, projections, and tax returns with a focus on estate and trust matters.
• Organize and maintain clear work papers, keep an open-items list, and perform a self-review before submission.
• Analyze, interpret, and research tax issues specific to estates and trusts based on client circumstances.
• Collaborate closely with Seniors, Managers, and other tax team members on client deliverables.
• Communicate findings and recommendations to internal reviewers and, when appropriate, to clients.
• Manage multiple priorities and meet charge-hour and realization expectations while delivering accurate work products.

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Minimum Qualifications

• Bachelor’s degree with appropriate accounting hours.
• Foundational understanding of tax law, specifically estate and trust taxation.
• For Associate level: entry-level candidates accepted; for Senior level: 2+ years of relevant experience preferred.
• Authorized to work in the United States permanently without the requirement of sponsorship.

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What Success Looks Like

• Strong problem-solving skills and timely, clear communication.
• High level of organization and attention to detail.
• Initiative and a collaborative, positive attitude that builds trust with the team.
• Accountability for quality, thoroughness, and meeting deadlines.
• Comfortable working autonomously under pressure and retaining lessons from prior engagements.
• Proficiency with Microsoft Office and willingness to learn firm-specific software.

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Development & Growth

• Hands-on training with estate & trust work from day one.
• Regular interaction and mentorship from Seniors, Managers, and Partners.
• Exposure to multiple service lines and client types.
• Access to departmental trainings and professional publications.
• Support to begin studying for and taking the CPA exam.
• Opportunities to take on increasingly complex clients and projects.

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Compensation

• Estimated pay: $77,364 per year (estimated).

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.