Tax Senior – Estate & Trust Tax

A successful, profitable regional CPA firm in Albany, OR is in search of a skilled Estate Tax Senior Director with expertise in Estate and Trust Tax to join their expanding tax team. This is an excellent opportunity for a public accounting professional who enjoys working on intricate fiduciary tax projects while maintaining a healthy work-life balance.

Our firm offers a collaborative environment, flexible hybrid work setup, competitive pay, great benefits, generous bonus potential, and a clear path for career growth.

Duties

• Prepare and assess federal and state tax returns, focusing on:

  • Estates

  • Trusts

  • Fiduciary entities

  • High-net-worth individuals

• Aid in tax planning strategies for estate, trust, and individual clients.

• Conduct detailed tax research and tackle complex tax problems.

• Create responses to tax notices and assist with government tax audits.

• Provide exceptional client service, manage multiple projects, and meet deadlines.

• Collaborate with managers and partners on complex tax issues and planning opportunities.

• Review work done by junior staff and offer constructive feedback.

• Guide and train staff accountants, supporting their professional growth.

• Stay updated on tax laws and regulations affecting estate, trust, and fiduciary taxes.

Requirements

• Must have a Bachelor’s degree in Accounting; Master’s in Taxation or related field is a plus.

• 2–5 years of progressive public accounting tax experience required.

• Previous experience in preparing estate and trust (fiduciary) tax returns needed.

• Experience with high-net-worth individual tax returns is advantageous.

• CPA license preferred (or working towards CPA certification is beneficial).

• Prior experience in reviewing staff work or mentoring junior accountants is a plus.

• Strong skills in technical tax research and analysis.

• Excellent organizational, communication, and client service skills.

• Ability to manage multiple tasks while maintaining exceptional attention to detail.

Benefits of Joining Us

• Flexibility with a hybrid work model allowing for a balance between home and office.

• Great work-life balance.

• Competitive salary with significant bonus potential.

• Comprehensive benefits package.

• 5% employer contribution to your 401(k).

• Opportunity to work with both SEC and privately held clients in various industries.

• Engage in sophisticated estate, trust, and high-net-worth tax projects.

• Team-oriented environment with access to experienced leadership.

• Opportunity for rapid career growth within a stable, expanding regional CPA firm.

If you are a public accounting professional with experience in estate and trust taxes seeking growth in a supportive, high-performing firm, we would love to hear from you.