Job Title: Tax Preparer - Estate and TrustJob Description

We are seeking a skilled and dedicated Tax Preparer specializing in estate and trust tax preparation. This role offers a direct placement opportunity with hybrid flexibility after the initial training period. You will be responsible for preparing various federal and state fiduciary income tax returns, assisting with estate and trust administration, and providing accurate tax planning advice to clients.

Responsibilities

+ Prepare federal and state fiduciary income tax returns, including Form 1041, Form 706, Form 709, and related forms and schedules.

+ Assist with estate and trust administration, including gathering financial data, tracking distributions, and finalizing deceased individuals’ tax affairs.

+ Research and interpret tax laws and regulations to ensure compliance and provide accurate tax planning advice to clients.

+ Collaborate with attorneys, trustees, executors, and beneficiaries to collect necessary information and resolve outstanding issues.

+ Maintain accurate records, monitor filing deadlines, and manage workflow to ensure timely completion of all assignments.

+ Stay current on tax law changes and industry trends through continuing education and professional development.

+ Communicate effectively with clients regarding documentation needs, filing status, and tax planning opportunities.

+ Support developing and implementing client-specific tax strategies, including gifting, charitable contributions, and fiduciary distributions.

+ Ensure all work meets the firm’s quality standards and complies with relevant regulations and internal procedures.

Essential Skills

+ 3-5+ years of public accounting tax experience.

+ Proficiency in estate finance, tax preparation, and entity work.

+ Experience with tax preparation software and Microsoft Office Suite.

+ Experience with Forms 1041, 706, and 709.

+ Certified Public Accountant (CPA) or Enrolled Agent designation preferred but not required.

Additional Skills & Qualifications

+ Bachelor’s degree in accounting, finance, or related field required.

+ Proficiency with Thomson Reuters, CCH Axcess, or similar platforms.

+ Exceptional attention to detail, organizational, and time management skills.

+ Excellent written and verbal communication skills.

+ Ability to work independently and collaboratively within a team environment.

+ Spanish speaker is a bonus.

Work Environment

This position is based in Phoenix, Arizona, with hybrid flexibility post-training. We offer a competitive salary range with a comprehensive benefits package, professional growth opportunities, and a collaborative work environment where your ideas and expertise are valued. We emphasize work-life balance to ensure a healthy personal and professional life.

Pay and Benefits

The pay range for this position is $75000.00 - $125000.00/yr.

Benefit Summary Available Upon RequestPaid HolidaysPaid PTOPaid VTOPaid Medical InsuranceHealth Spending Account (HSA: for those eligible)Flexible Spending Account (FSA: Dependent Care, Medical, & Limited)Long Term Disability InsurancePaid Leave Medical (up to 12 weeks each year; Oregon only – STD offered to non-Oregon)Paid Life InsurancePaid Jury Duty401(k) Pension & Profit-Sharing Plan (match 4%)Paid ParkingTax-Advantaged Supplemental Insurance Options (i.e., Vision, Dental, Accident, Cancer, etc.)Employee Training Development/MentoringPayment for LicensesCell Phone StipendCostco Membership

What Makes This Opportunity Unique?We understand the importance of investing in our team members, which is why we offer:• Competitive Pay & Benefits: Salary range of $75,000–$125,000 with a comprehensive benefits package.• Professional Growth Opportunities: Ongoing training, resources, and clear career advancement paths.• Collaborative Work Environment: A supportive, team-focused culture where your ideas and expertise are valued.• Work-Life Balance: Flexibility to maintain a healthy balance between your personal and professional life.________________________________________

Workplace Type

This is a hybrid position in Phoenix,AZ.

Application Deadline

This position is anticipated to close on Jun 30, 2025.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.