Negotiable
Outside
Remote
USA
Summary: The role of Tax Accountant focuses on trust taxation, requiring expertise in federal and state tax regulations and Form 1041. The position involves preparing and reviewing trust tax returns while ensuring compliance with tax laws. Additionally, the role supports financial planning and analysis to inform business decisions and long-term strategies. Candidates must work on a W2 basis, with no entry-level applicants or visa sponsorship available.
Key Responsibilities:
- Prepare and review trust tax returns, including Form 1041, with accuracy and completeness.
- Ensure compliance with federal, state, and local tax laws and filing requirements.
- Monitor tax law changes and advise on relevant impacts.
- Assist in tax planning initiatives to optimize trust-related tax positions.
- Support financial planning and analysis (FP&A) activities, including forecasting, variance analysis, and financial reporting.
- Collaborate with internal teams to enhance tax processes and maintain documentation for audit readiness.
- Contribute to overall financial strategy by providing timely and data-driven insights.
Key Skills:
- Experience in trust taxation and preparation/review of Form 1041.
- Strong understanding of federal and state tax regulations.
- Background in tax preparation, financial analysis, or related disciplines.
- Excellent analytical, organizational, and communication skills.
- Ability to work independently while supporting cross-functional teams.
Salary (Rate): undetermined
City: undetermined
Country: USA
Working Arrangements: remote
IR35 Status: outside IR35
Seniority Level: undetermined
Industry: Other
Must be work on W2 basis no C2C or third-party candidates are allowed.
No entry level candidates are allowed for this role
Visa sponsorship is not allowed now or feature for this role.
Role: Tax Accountant
Location: Remote
We are seeking a detail-driven Trust Tax Specialist with strong exposure to trust taxation, federal and state tax regulations, and Form 1041 requirements. In this role, you will prepare and review trust tax returns, ensuring adherence to all applicable tax laws and regulatory standards. Your work will help safeguard compliance and support the organization s broader financial stability.
Beyond tax operations, you will also contribute to financial planning and analysis efforts helping translate fiscal insights into informed business decisions and supporting long-term financial strategies.
Key Responsibilities:
- Prepare and review trust tax returns, including Form 1041, with accuracy and completeness.
- Ensure compliance with federal, state, and local tax laws and filing requirements.
- Monitor tax law changes and advise on relevant impacts.
- Assist in tax planning initiatives to optimize trust-related tax positions.
- Support financial planning and analysis (FP&A) activities, including forecasting, variance analysis, and financial reporting.
- Collaborate with internal teams to enhance tax processes and maintain documentation for audit readiness.
- Contribute to overall financial strategy by providing timely and data-driven insights.
Qualifications:
- Experience in trust taxation and preparation/review of Form 1041.
- Strong understanding of federal and state tax regulations.
- Background in tax preparation, financial analysis, or related disciplines.
- Excellent analytical, organizational, and communication skills.
- Ability to work independently while supporting cross-functional teams.