Estates & Trusts CPA Tax Professional in Westerville, OH
Published on CazVidat Bluebix Solutions
Join Bluebix Solutions as an Estates & Trusts CPA in Westerville, OH. Provide tax compliance, fiduciary accounting & advisory services. Local candidates only.
Salary
Not provided
Location
Westerville, Ohio, United States
Employment type
Full time
Workplace
Not provided
Estates & Trusts CPA Tax Professional in Westerville, OH
Westerville, Ohio, United States
Job description
The Opportunity: Bluebix Solutions is seeking a detail-oriented Estates & Trusts CPA with expertise in estate, gift, and trust taxation and accounting. Join our Westerville, Ohio team to provide comprehensive tax compliance, fiduciary accounting, and strategic advisory services to high-net-worth individuals and complex family structures. This full-time role offers a blend of office-based work with exceptional flexibility, including Fridays off after tax season, balancing focused 55+ hour weeks during peak periods with a lighter summer schedule. We are considering local candidates only . Key Responsibilities: Tax Preparation & Compliance: Manage and prepare federal and state tax returns, including Gift Tax (Form 709), Fiduciary Income Tax (Form 1041), final Individual Income Tax returns (Form 1040), and related state filings. Utilize support from administrative and tax staff to optimize time management. Planning & Advisory: Deliver 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. Analyze trust documents and consult on tax implications of funding and distributions. Fiduciary Accounting: Prepare formal and informal fiduciary accounting and beneficiary reporting. Maintain meticulous financial records, track asset basis, and ensure accurate allocation of receipts and disbursements. Join Bluebix Solutions to advance your career in a rewarding, specialized field with a supportive team environment.
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.