Tax Associate - Estate & Fiduciary (Part-Time / On-Call)
Location: In person, but for strong candidates, may be open to Hybrid/Remote (FL located only)
Schedule: Part-time, on-call; workload varies by case (some weeks 0 hours, other weeks up to ~20 hours)
Classification: W-2, non-exempt (hourly)
Authorization: Must be authorized to work in the U.S.
About the Role
Join a boutique tax practice supporting families, fiduciaries, and closely held businesses with high-touch estate and trust compliance. You’ll prepare and review federal fiduciary and estate filings, handle technical questions, and collaborate with attorneys, personal representatives, and beneficiaries. This role is ideal for someone with a strong background in estate tax filing who wants flexible, project-based work with spikes in demand outside of core filing seasons.

What You’ll Do

• Prepare & review fiduciary and estate returns, including:
• Form 1041 (trusts & estates), with DNI computations, distribution/beneficiary reporting, and K-1s
• Form 706 (U.S. Estate and GST Tax), including DSUE/portability elections and basis consistency
• Form 706-GS(T) (GST for terminations) and related GST schedules
• Form 8971 (information to beneficiaries) and 1040 for decedents (as applicable)
• Research & technical memos: Apply Subchapter J, §663(b) 65-day election, §645 election, IRD considerations, and basis consistency rules; draft short memos or workpapers supporting positions.
• Client & advisor coordination: Work directly with executors, trustees, attorneys, and financial advisors to gather data (asset inventories, appraisals, brokerage 1099s, fee schedules) and resolve open items.
• Quality & workflow: Maintain organized workpapers, trial balances, and schedules; reconcile 1099s/1098s; track carryovers (capital loss, NOL, excess deductions on termination).
• Notice handling: Draft responses to IRS/state notices; support reasonable-cause narratives and penalty abatement requests where appropriate.
• Technology: Use fiduciary/estate tax software and spreadsheets to deliver accurate, timely filings; help refine checklists and templates.
• Continuous learning: Monitor developments affecting estates/trusts and share insights that improve our processes and client outcomes.

What Makes You a Great Fit

• Experience: 3+ years preparing fiduciary (1041) and estate (706) returns in public accounting or a specialized fiduciary practice. Experience with decedent final 1040s and basis-consistency/beneficiary reporting is a plus.
• Credentials: CPA or EA required (active).
• Technical depth: Working knowledge of Subchapter J; familiarity with DSUE/portability, 65-day and 645 elections, GST concepts, excess deductions on termination, IRD, and basis reporting (Form 8971).
• Software: Comfortable with fiduciary/estate modules. Solid Excel skills for schedules and reconciliations.
• Communication & ownership: Clear, empathetic communicator who can explain complex issues to non-tax professionals. Able to manage your own pipeline and hit agreed deadlines.
• Professionalism: Discretion with sensitive client data; meticulous documentation and review habits.

Workload & Availability

• This is on-call, variable work. Some weeks may have zero hours; others may be ~5–20 hours, driven by filing deadlines, asset sales, appraisals, and notices.
• We’ll agree on assignments and target turnaround times in advance weekly. Occasional evenings or weekends may be available (your choice).

Nice-to-Have

• Experience coordinating with appraisers and brokerage firms on cost basis, step-ups, and lot-level reconciliations.
• Prior drafting of reasonable-cause statements or responses to accuracy/late-filing notices.
• Familiarity with trust accounting (principal vs. income) and beneficiary distribution statements.

Compensation & Benefits

• Hourly, W-2 (rate commensurate with experience and credentials).
• Paid training for firm tools/processes; potential for increased hours during peak periods.

Job Types: Part-time, Seasonal
Pay: From $25.00 per hour
Expected hours: 5 – 20 per week

Benefits:

• Flexible schedule

Work Location: In perso

• Prepare & review fiduciary and estate returns, including:
• Form 1041 (trusts & estates), with DNI computations, distribution/beneficiary reporting, and K-1s
• Form 706 (U.S. Estate and GST Tax), including DSUE/portability elections and basis consistency
• Form 706-GS(T) (GST for terminations) and related GST schedules
• Form 8971 (information to beneficiaries) and 1040 for decedents (as applicable)
• Research & technical memos: Apply Subchapter J, §663(b) 65-day election, §645 election, IRD considerations, and basis consistency rules; draft short memos or workpapers supporting positions.
• Client & advisor coordination: Work directly with executors, trustees, attorneys, and financial advisors to gather data (asset inventories, appraisals, brokerage 1099s, fee schedules) and resolve open items.
• Quality & workflow: Maintain organized workpapers, trial balances, and schedules; reconcile 1099s/1098s; track carryovers (capital loss, NOL, excess deductions on termination).
• Notice handling: Draft responses to IRS/state notices; support reasonable-cause narratives and penalty abatement requests where appropriate.
• Technology: Use fiduciary/estate tax software and spreadsheets to deliver accurate, timely filings; help refine checklists and templates.
• Continuous learning: Monitor developments affecting estates/trusts and share insights that improve our processes and client outcomes