Tax Professional – Estates & Trusts CPA in Westerville, OH

At Bluebix Solutions, a leading accounting firm based in Westerville, Ohio, we are committed to delivering expert tax and fiduciary services to our diverse clientele. As we continue to grow, we are excited to invite a detail-oriented Tax Professional specializing in estate, gift, and trust taxation to join our team. This full-time, on-site position offers a unique blend of professional growth, community recognition, and work-life balance tailored for local candidates.

Join us and deepen your expertise in a rewarding niche while enjoying a flexible schedule that includes Fridays off after tax season, balancing the intensive 55+ hour weeks during peak periods with a lighter summer workload. If you are a CPA passionate about fiduciary accounting and strategic tax advisory, this opportunity in Westerville, Ohio is designed for you.

Key Responsibilities

• Manage and prepare federal and state tax returns, including Gift Tax (Form 709), Fiduciary Income Tax (Form 1041), and final Individual Income Tax returns (Form 1040), ensuring 100% compliance with IRS and Ohio state regulations.
• Provide proactive tax planning and consulting services to high-net-worth individuals and fiduciaries on estate, gift, and trust taxation matters, improving client tax efficiency and minimizing liabilities.
• Advise fiduciaries on post-mortem tax strategies and elections to optimize estate administration and tax outcomes.
• Analyze trust documents to interpret tax implications related to funding, distributions, and beneficiary allocations, ensuring accurate fiduciary accounting.
• Prepare formal and informal fiduciary accounting reports and beneficiary statements with meticulous attention to detail, maintaining accuracy in asset basis tracking and transaction allocations.
• Collaborate effectively with administrative and tax staff to streamline workflows, enhancing productivity during peak tax season.
• Stay current with evolving tax laws and fiduciary accounting standards to provide clients with up-to-date, strategic advice.
• Maintain strong client relationships through clear communication and trusted advisory services, contributing to client retention and firm reputation.

What We’re Looking For

Required:

• Certified Public Accountant (CPA) license in good standing.
• Minimum 3 years of experience specializing in estate, gift, and trust taxation and fiduciary accounting.
• Proficiency in preparing Form 709, Form 1041, and related state tax filings.
• Strong analytical skills with the ability to interpret complex trust documents and tax codes.
• Excellent communication skills to advise clients and collaborate with team members.
• Detail-oriented with a commitment to accuracy and compliance.
• Local candidates residing in or near Westerville, Ohio, able to work on-site.

Preferred:

• Experience working with high-net-worth clients and complex family estate structures.
• Familiarity with fiduciary accounting software and advanced Excel skills.
• Interest in ongoing professional development and career advancement within fiduciary tax services.

What We Offer

• Competitive compensation aligned with industry standards in Westerville, Ohio.
• Health insurance plans including medical, dental, and vision coverage.
• Paid time off and holidays to support your work-life balance.
• Retirement plan options with company matching.
• Flexible scheduling with Fridays off post-tax season and a lighter summer workload.
• Professional development opportunities including continuing education and certifications.
• Supportive team environment fostering career growth and advancement.

Frequently Asked Questions

Is this position remote or on-site?

This role is on-site in Westerville, Ohio. We are seeking local candidates to ensure close collaboration and client engagement.

What is the typical work schedule during tax season?

During tax season, expect focused 55+ hour workweeks with the benefit of Fridays off after the season ends, leading to a lighter summer schedule.

What types of clients will I work with?

You will serve a diverse client base, including high-net-worth individuals and complex family trusts requiring specialized estate and fiduciary tax services.

Are there opportunities for career advancement?

Yes, Bluebix Solutions supports professional growth through ongoing training, certifications, and leadership opportunities within our fiduciary tax practice.

What software tools does the firm use?

We utilize leading fiduciary accounting and tax preparation software, complemented by advanced Excel tools to enhance accuracy and efficiency.

How do I apply?

Interested candidates should submit their resume and cover letter through our online application portal. We encourage early applications as we review candidates on a rolling basis.

For more information on fiduciary tax preparation, visit the IRS Estate and Gift Taxes page.

Explore related opportunities: View Tax Associate positions at Bluebix Solutions and Explore Kelly Services CPL careers at CpaMedia Tech.

Ready to advance your career as a Tax Professional specializing in estates and trusts? Apply today to join Bluebix Solutions in Westerville, Ohio, and become part of a team dedicated to excellence and community impact.

Related Opportunities

Explore these similar positions that might interest you:

• Tax Associate at Bluebix Solutions in Los Angeles, CA, USA
• Kelly Services CPL at CpaMedia Tech in Tallahassee, Florida, United States
• Kelly Services at CpaMedia Tech in Tallahassee, Florida, United States

Additional Resources