Job Title: Tax Preparer - Estate and Trust Job Description We are seeking a skilled Tax Preparer with expertise in estate and trust taxation for a direct placement role. This position offers hybrid flexibility after training and requires a professional who is committed to providing top-tier service in tax preparation and administration. Responsibilities + Prepare federal and state fiduciary income tax returns (Form 1041), federal estate tax returns (Form 706), federal and state gift tax returns (Form 709), as well as related forms and schedules, including Form 5227 for Charitable Remainder and Split Interest Trusts. + Assist with estate and trust administration by gathering financial data, tracking distributions, and finalizing deceased individuals’ tax affairs. + Research and interpret tax laws and regulations to ensure compliance and provide accurate tax planning advice. + Collaborate with attorneys, trustees, executors, and beneficiaries to collect necessary information and resolve outstanding issues. + Maintain accurate records, monitor filing deadlines, and manage workflow to ensure timely completion of assignments. + Stay current on tax law changes and industry trends through continuing education and professional development. + Communicate effectively with clients regarding documentation needs, filing status, and tax planning opportunities. + Support developing and implementing client-specific tax strategies, including gifting, charitable contributions, and fiduciary distributions. + Ensure all work meets quality standards and complies with relevant regulations and internal procedures. Essential Skills + Bachelor’s degree in Accounting, Finance, or related field required. + 3–5 years of experience in estate and trust tax preparation, including experience with Forms 1041, 5227, 709, and 706. + Strong knowledge of fiduciary accounting, estate and trust administration, and applicable tax laws. + Proficiency with tax preparation software and Microsoft Office Suite; experience with Thomson Reuters, CCH Axcess, or similar platforms. + Exceptional attention to detail, organizational, and time management skills. + Excellent written and verbal communication skills for effective client and team interactions. + Ability to work independently and collaboratively within a team environment. Additional Skills & Qualifications + Certified Public Accountant (CPA) or Enrolled Agent (EA) designation preferred. + Spanish speaker is a bonus. + Proactive, client-focused, and able to manage multiple priorities and deadlines. + Commitment to ongoing professional development and maintaining current estate and trust taxation knowledge. + Strong problem-solving skills and ability to research and resolve complex tax issues. Pay and Benefits The pay range for this position is $75000.00 - $125000.00/yr. Benefit Summary Available Upon RequestPaid HolidaysPaid PTOPaid VTOPaid Medical InsuranceHealth Spending Account (HSA: for those eligible)Flexible Spending Account (FSA: Dependent Care, Medical, & Limited)Long Term Disability InsurancePaid Leave Medical (up to 12 weeks each year; Oregon only – STD offered to non-Oregon)Paid Life InsurancePaid Jury Duty401(k) Pension & Profit-Sharing Plan (match 4%)Paid ParkingTax-Advantaged Supplemental Insurance Options (i.e., Vision, Dental, Accident, Cancer, etc.)Employee Training Development/MentoringPayment for LicensesCell Phone StipendCostco Membership What Makes This Opportunity Unique?We understand the importance of investing in our team members, which is why we offer:• Competitive Pay & Benefits: Salary range of $75,000–$125,000 with a comprehensive benefits package.• Professional Growth Opportunities: Ongoing training, resources, and clear career advancement paths.• Collaborative Work Environment: A supportive, team-focused culture where your ideas and expertise are valued.• Work-Life Balance: Flexibility to maintain a healthy balance between your personal and professional life.________________________________________ Workplace Type This is a hybrid position in Phoenix,AZ. Application Deadline This position is anticipated to close on Jul 8, 2025. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.