Job Description
Job DescriptionCertified Public Accountant (CPA) & Tax Associate
Location: Pasadena, CA (Remote Option Available)
Compensation: $115,000 – $135,000 (based on experience)
Direct Counsel is representing a professional law firm actively seeking a Certified Public Accountant (CPA) & Tax Associate to join its Trusts & Estates (T&E) division. This is an excellent opportunity for an experienced CPA with strong estate and trust taxation expertise to work in a collaborative, client-focused environment.
Key Responsibilities:
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Prepare and review federal and state tax filings, including:
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IRS Form 706 (Estate Tax Return)
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IRS Form 709 (Gift Tax Return)
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IRS Form 1041 (Fiduciary Income Tax Return)
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CA Form 541 (State Fiduciary Income Tax Return)
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Assist with trust funding and allocation matters.
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Collaborate with attorneys, clients, and advisors on estate and trust taxation issues.
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Conduct detailed tax analysis to support estate planning strategies.
Qualifications:
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Active CPA license with 5+ years of experience as a CPA.
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Strong background in estate and trust taxation.
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Prior experience with law firms, trust companies, or private client service groups preferred.
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Excellent analytical and problem-solving skills.
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Strong attention to detail and ability to manage multiple deadlines.
Why Join:
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Work with a highly respected professional law firm.
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Remote flexibility with a Pasadena-based team.
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Competitive compensation package aligned with experience and expertise from $120k/yr - $145k/yr