Job Title: Tax Preparer - Estate and Trust
Job Description

We are seeking a skilled Tax Preparer specializing in estate and trust taxation to join our team. This role involves preparing federal and state fiduciary income tax returns, estate tax returns, and related forms. We offer a hybrid work model with flexibility post-training, allowing you to balance professional demands with personal life. Our team values collaboration, professional growth, and maintaining a supportive work environment.

ResponsibilitiesPrepare federal and state fiduciary income tax returns (Form 1041), federal estate tax returns (Form 706), federal and state tax returns (Form 709), and related forms and schedules.Assist with estate and trust administration, including 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 to clients.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 all 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 Skills3-5+ years of public accounting tax experience.Experience working with high net worth individuals.Proficiency with Forms 1041, 706, and 709.Experience with tax software and platforms such as CCH Axcess and Thomson Reuters.Strong knowledge of fiduciary accounting, estate and trust administration, and applicable tax laws.Exceptional attention to detail, organizational, and time management skills.Excellent written and verbal communication skills for effective client and team interactions.Additional Skills & QualificationsBachelor’s degree in accounting, finance, or related field required.CPA or Enrolled Agent designation preferred but not required.Bilingual abilities, particularly Spanish, are a bonus.Proactive and client-focused with strong problem-solving skills.Commitment to ongoing professional development and maintaining current estate and trust taxation knowledge.Work Environment

This role is based in a collaborative and dynamic environment located on North Tatum Boulevard, Phoenix, Arizona. While initially on-site, the position offers hybrid flexibility following training. Our team emphasizes work-life balance, professional growth, and a supportive culture that values your ideas and expertise. We provide competitive pay and benefits, including a comprehensive package and clear career advancement paths.

Pay and Benefits

The pay range for this position is $75000.00 - $125000.00/yr.

Benefit Summary Available Upon Request
Paid Holidays
Paid PTO
Paid VTO
Paid Medical Insurance
Health Spending Account (HSA: for those eligible)
Flexible Spending Account (FSA: Dependent Care, Medical, & Limited)
Long Term Disability Insurance
Paid Leave Medical (up to 12 weeks each year; Oregon only – STD offered to non-Oregon)
Paid Life Insurance
Paid Jury Duty
401(k) Pension & Profit-Sharing Plan (match 4%)
Paid Parking
Tax-Advantaged Supplemental Insurance Options (i.e., Vision, Dental, Accident, Cancer, etc.)
Employee Training Development/Mentoring
Payment for Licenses
Cell Phone Stipend
Costco Membership

What Makes This Opportunity Unique?
We understand the importance of investing in our team members, which is why we offer:
•\tCompetitive Pay & Benefits: Salary range of $75,000–$125,000 with a comprehensive benefits package.
•\tProfessional Growth Opportunities: Ongoing training, resources, and clear career advancement paths.
•\tCollaborative Work Environment: A supportive, team-focused culture where your ideas and expertise are valued.
•\tWork-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 Aug 20, 2025.

\n

\n\nAbout Aston Carter:\n

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.

\n\n

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.

\n

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 for other accommodation options.

\n\n