Tax Specialist - Estates, Gifts, and Trusts

The Norris Group

Any Location, MD

Category Accounting

Job Description

We are seeking an experienced Estates, Gifts, and Trusts Tax Specialist to join our dynamic team. This hybrid position is based at our Olney, MD office requiring in-office presence three days per week. This role is responsible for providing high-level tax planning, compliance, and consulting services to individual, family, and business clients with complex estate, gift, and trust needs.

Requirements

Prepare and review federal and state estate, gift, and trust tax returns (Forms 706, 709, 1041, etc.)
Advise clients on estate and gift tax planning, trust administration, and wealth transfer strategies.
Conduct research on complex tax issues and communicate findings clearly to clients and colleagues.
Collaborate with attorneys, financial advisors, and other professionals to provide comprehensive client solutions.
Prepare and review individual (1040) and business tax returns as needed.
Perform light accounting tasks to support clients or internal projects.
Maintain up-to-date knowledge of changing tax laws and regulations impacting estates, gifts, and trusts.
Support business development efforts and contribute to client relationship management.

Benefits

401(k) matching
Competitive salary
Flexible schedule
Health insurance
Paid time off
Training & development
Vision insurance

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