Estates & Trusts Tax Professional – Westerville, Ohio
Published on CazVidat Bluebix Solutions
Join Bluebix Solutions as an Estates & Trusts Tax Professional in Westerville, OH. Prepare fiduciary returns, advise clients, and support trust accounting.
Salary
Not provided
Location
Westerville, Ohio, United States
Employment type
Full time
Workplace
Not provided
Estates & Trusts Tax Professional – Westerville, Ohio
Westerville, Ohio, United States
Job description
Bluebix Solutions is seeking an experienced Estates & Trusts Tax Professional for a full-time, in-office position in Westerville, Ohio. This opportunity is suited to a detail-oriented CPA with experience in estate, gift, and trust taxation and accounting. You will provide tax compliance, fiduciary accounting, and advisory services to a diverse client base, including high-net-worth individuals and complex family structures. Local candidates only.
Key Responsibilities
- Tax preparation and compliance: Prepare federal and state Gift Tax returns (Form 709), Fiduciary Income Tax returns (Form 1041) for estates and trusts, final Individual Income Tax returns (Form 1040), and related state filings.
- Work effectively with support from administrative and tax staff.
- Planning and advisory: Provide proactive tax planning and consulting on estate, gift, and trust matters to clients and their advisors.
- Advise fiduciaries on post-mortem tax planning strategies and elections.
- Review trust documents and advise on the tax implications of funding and distributions.
- Fiduciary accounting: Prepare formal and informal fiduciary accountings and beneficiary reports.
- Maintain accurate financial records, track asset basis, and allocate receipts and disbursements.
Schedule and Work Environment
This position combines an office-based work environment with schedule flexibility. Expect focused workweeks of 55 or more hours during tax season. After tax season, Fridays off and a lighter summer schedule provide additional work-life balance.
Qualifications
- CPA with a strong background in estate, gift, and trust taxation and accounting.
- Experience preparing fiduciary and individual tax returns and providing fiduciary accounting services.
- Strong attention to detail and the ability to work with complex client and family structures.
- Must be a local candidate able to work in Westerville, Ohio.
Position Details
Employer: Bluebix Solutions
Job type: Full-time
Location: Westerville, Ohio, United States
Work arrangement: In-office; not remote eligible
Frequently asked questions
Is this position fully on-site or is there any remote work?
This role is office-based in Westerville, Ohio, and local candidates only are being considered.
What kind of schedule should I expect for this job?
You can expect focused 55+ hour weeks during peak tax season with Fridays off after tax season, and a lighter schedule during the summer.
What are the main responsibilities of this Estates & Trusts CPA role?
You will manage federal and state tax returns including Gift Tax (Form 709), Fiduciary Income Tax (Form 1041), and final Individual Income Tax returns (Form 1040), provide tax planning and advisory services, and prepare fiduciary accounting and beneficiary reporting.
Do I need experience with specific tax forms or areas to qualify?
Yes, expertise in estate, gift, and trust taxation and accounting, including handling Forms 709, 1041, and 1040, is required.
Is this a full-time position?
Yes, this is a full-time role with Bluebix Solutions in Westerville, Ohio.