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Tax Senior - Trusts & Estates
Tax Senior - Trusts & EstatesNPAworldwide • Salem, OR, United States
Tax Senior - Trusts & Estates

Tax Senior - Trusts & Estates

NPAworldwide • Salem, OR, United States
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We're seeking an experienced Tax Senior - Trusts & Estates to join our growing team in Oregon. This is a unique opportunity to specialize in estate, gift, and fiduciary taxation while also working across corporate, pass-through entity, and individual returns.

This role is perfect for a professional who thrives on complex tax matters, enjoys collaboration, and is passionate about building strong relationships with clients and colleagues. You'll have the chance to work on challenging projects, contribute to estate planning strategies, and participate in community networking-all while growing your expertise in one of the most rewarding areas of tax.

Key Responsibilities

In this role, you will :

  • Prepare and review estate, gift, fiduciary, corporate, pass-through entity, and individual tax returns with accuracy and efficiency.
  • Analyze estate planning documents (wills, trusts, codicils, POAs) and correctly apply provisions.
  • Provide consulting and planning services for clients facing complex tax and estate matters.
  • Collaborate closely with managers, partners, and team members to deliver top-tier service.
  • Participate in special projects, including estate planning, tax research, and consulting engagements.
  • Engage in community and networking events to strengthen professional relationships.
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