Tax Specialist - Trusts & Estates
$100k/y-$150k/y
3 days ago
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OnsiteFull-time
Summary
Jobot is seeking a Tax Specialist - Trusts & Estates to join their team in Santa Rosa, CA. The role involves preparing and reviewing complex tax returns and managing trust funding and allocations.
About the Role
As a Tax Specialist - Trusts & Estates, you will be responsible for preparing and reviewing complex tax returns (706, 709, 1041, 541), managing trust funding and allocations, and collaborating with a team of experts in estate planning and tax matters. You will utilize your experience in tax return preparation and strong knowledge of trust funding to provide strategic legal counsel.
About You
Required:
- Experience in tax return preparation.
- Strong knowledge of trust funding.
- Excellent team collaboration skills.
Jobot
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com. 🤖
Santa Rosa, CA