About this role
Estate Tax Accountant - Part Time
We are looking for an experienced Estate Tax Accountant for a part-time 1 day/week assignment. This part-time opportunity is a Long-term Contract position focused on tax preparation, estate-related filings, and financial reporting for individual and fiduciary matters. The role requires strong technical accounting knowledge, sound judgment, and the ability to manage tax compliance work accurately across multiple client engagements.
Estate Tax Accountant Responsibilities:
- Prepare and review individual income tax filings, including accurate completion of Form 1040 and related schedules.
- Handle fiduciary and estate tax work, including preparation of Form 1041 and support for New Jersey estate and inheritance tax matters.
- Develop final estate accounting reports and related financial documentation with a high degree of accuracy and organization.
- Research tax notices, identify the source of issues, and coordinate timely resolutions with the appropriate agencies or stakeholders.
- Produce and analyze financial statements to support tax reporting, account reconciliation, and client deliverables.
- Use QuickBooks Desktop, Enterprise, and QuickBooks Online to maintain records, review activity, and support accounting workflows.
- Assist with sales and use tax and other business tax compliance needs as required across client accounts.
- CPA Preferred
- Proven experience preparing and reviewing individual tax returns, including Form 1040.
- Hands-on knowledge of fiduciary income tax filings, including Form 1041, and estate-related tax reporting.
- Familiarity with New Jersey estate and inheritance tax requirements and supporting documentation.
- Strong accounting background with the ability to prepare financial statements and estate accountings.
- Practical experience using QuickBooks Desktop, QuickBooks Enterprise, and QuickBooks Online.
- Ability to research tax notices, resolve discrepancies, and communicate findings clearly.
- Experience supporting tax preparation across multiple return types, including sales and use tax or corporate tax exposure.