What are the responsibilities and job description for the Trust & Estate Specialist position at Callan Accounting CPA & Advisors, LLC?
We’re hiring!
Our growing CPA firm is looking for an experienced CPA or Paralegal specializing in estate and trust administration, fiduciary accounting, and estate/trust tax matters to join our team at our office in Bend, Oregon.
This role is ideal for someone who enjoys working closely with high-net-worth families, attorneys, trustees, and business owners while helping navigate complex estate and trust matters with professionalism and care.
Responsibilities may include:
• Preparation and review of estate and trust tax returns
• Fiduciary accounting and trust administration support
• Coordination with attorneys, executors, trustees, and beneficiaries
• Estate planning and tax planning support
• Client communication and project management
Qualifications:
• CPA, EA, or experienced estate/trust paralegal preferred
• Experience with fiduciary accounting and estate/trust taxation
• Strong organizational and communication skills
• Ability to manage multiple deadlines and client relationships
• Experience in a CPA firm or estate planning law environment is a plus
We offer:
• Competitive compensation
• Flexible work environment
• Collaborative team culture
• Opportunities for long-term growth and development
• Meaningful client relationships and advisory work
If you or someone you know may be a fit, please reach out directly or apply through LinkedIn.