Certified Public Accountant

Career Consulting Partners has partnered with an established law firm with over 50 Attorneys in Southern California. We are actively seeking a Certified Public Accountant (CPA) with 5–7 years of experience to join the Trusts & Estates division in Pasadena, California. 

The successful candidate will hold an active CPA license and bring a high level of technical skill and attention to detail in the area of estate and trust taxation. In this role, you will be responsible for the preparation and review of complex tax filings, including IRS Forms 706 (Estate Tax Return), 709 (Gift Tax Return), 1041 (Fiduciary Income Tax Return), and California State Form 541 (Fiduciary Return). You will also assist with trust funding and allocations, often involving multiple sub-trusts and complex estate structures.

IDEAL CANDIDATE:

• Prepare and review federal and state estate and trust tax returns: Form 706, 709, 1041, and CA Form 541.
• Handle complex trust funding and allocations, including marital, bypass, GST-exempt, and GST non-exempt sub-trusts.
• Conduct detailed financial and tax analysis related to post-death administration and estate planning strategies.
• Coordinate with attorneys, fiduciaries, clients, wealth advisors, and other professionals to gather and interpret necessary financial data.
• Stay current on tax laws and regulations related to estate, gift, fiduciary income taxation, and GST concepts.
• Support IRS audits and inquiries as needed for estate and trust filings.
• Maintain accurate and well-organized documentation to support return positions and planning recommendations.

REQUIREMENTS:

• Active CPA license (Required)
• 5–7 years of CPA experience, with a focus in estate and trust taxation
• Proven expertise in preparing and reviewing IRS Forms 706, 709, 1041, and CA Form 541
• Prior experience working in law firms, trust companies, or private client service groups preferred
• Strong understanding of trust funding mechanics and allocation strategies
• Excellent analytical, communication, and organizational skills
• Proficient in tax preparation software (e.g., Lacerte, CCH Axcess, UltraTax) and Microsoft Office Suite

COMPENSATION & BENEFITS:

• Salary range is between $110,000 - $140,000
• Caregiver Support Program at no cost to employees and families
• Health & Medical Support
• Coordination and transition of care
• Communicating with caregivers and physicians
• Pediatric Care Resources, Geriatric Care Resources
• Meal Services, Home Health
• Education Support
• Special Education Assistance
• IEP Support and 504 Evaluations
• Early intervention, Behavioral issues, Financial Aid, College Applications
• Family & Emotional Support
• Insurance, Financial & Legal Support
• On-demand therapy and telehealth options
• Discounts on childcare services
• Supplemental insurance
• Pet health insurance
• Household needs, gifts, electronics
• Commuter Benefits
• Adoption Assistance Program
• Health Care Flexible Spending Account
• Health Savings Account Program
• Short-term and long-term disability benefits
• Life and Accidental Death & Dismemberment Insurance
• Voluntary Critical Illness and Accident Insurance
• Dental Benefits
• Vision Benefits

LOCATION:

• Pasadena, CA
• Open to Hybrid Work Schedule

Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent.Once we have received your resume/application, we will reach out to you and review the firm(s) before we move forward. Feel free to visit our career site https://jobs.careerconsultingpartners.com/***