ESTATE & TRUST TAX PREPARER
Anthem Strategists PCScottsdale, AZ, US5 days ago
Job type
- Full-time
Job descriptionBachelors degree in accounting, finance, or related field. CPA or Enrolled Agent preferred 35 years specialized experience in estate and trust tax preparation, including hands-on work with Forms 1041, 706, 709, and 5227. Strong technical knowledge of fiduciary accounting and trust / estate administration. Experience with tax software and Microsoft Office Suite (Thomson Reuters, CCH Axcess, or similar, a plus). Accuracy, strong organization, and a collaborative mindset. Excellent communicationfor clients and colleagues alike. Spanish language skills a plus. Compensation : Salary $75,000+ DOE, plus comprehensive benefits. Work / Life : 15 paid holidays, 18 PTO days, 16 Volunteer Time Off hours, and flexible / hybrid arrangements. Billable target : 1,550 hours annually or less, depending on specific responsibilities. Work Arrangements : Hybrid, supported by robust technology tools. Professional Development : CPA / EA exam support, paid CPA / EA licensing, dues, continuing education, and BDO Alliance resources for ongoing growth Health & Wellness : Health Savings Account (HSA), with a 75% company contribution, is available to employees who select theHigh-Deductible Health Plan. Flexible Spending Account (FSA)options are also available. Paid long-term disability, life insurance, and family medical leave (1214 weeks). Extras : 401(k) profit-sharing plan, paid parking, Costco membership, referral bonuses, and cell phone stipend.
Job Description
Job Description
Salary : $75,000+ DOE, plus comprehensive benefits
Help Shape the LegacyJoin Our Estate & Trust Team
Were seeking a driven Estate & Trust Tax Preparer passionate about making a meaningful impact on clients and colleagues. At Anthem, youll take the lead on fiduciary and estate tax matters, collaborate with talented professionals, and help guide clients through complex estate and trust needsall within a culture built on respect, service, and professional growth.
What You'll Do
- Prepare federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), gift tax returns (Form 709), and related schedules, as well as Form 5227 for charitable and split-interest trusts.
- Assist in estate and trust administration, from tracking important distributions to finalizing tax affairs for estates.
- Research tax rules and provide clients with accurate planning advice, emphasizing compliance and creative solutions.
- Serve as a resource for clients, attorneys, and beneficiariesresolving outstanding issues and delivering clear, professional communication.
- Maintain careful records, manage deadlines, and ensure the highest quality in every engagement.
- Contribute ideas, stay up to date on tax law changes, and enjoy continuous learning.
What You'll Bring
What Makes Anthem Unique
100% company-paid medical insurance for you and your family.
Join Us
If youre ready to develop your expertise in a collaborative, client-focused setting, where youll help clients plan for the future and secure their legacy, lets connect. Apply today and discover the difference in working at Anthem.
Anthem is proud to provide equal opportunities for all. We celebrate diversity and are committed to fostering an inclusive workplace where all individuals thrive.
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Tax Tax • Scottsdale, AZ, US
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