Tax Expert for Trust and Estate Review

2 weeks ago


bangalore, India beBeeTrustee Full time

Job SummaryWe are seeking an experienced Tax Professional to review Form 1041, ensuring compliance with federal and state tax regulations, offering strategic tax planning, and delivering high-quality service.Key Responsibilities:Review fiduciary income tax returns including complex trust and estate accountingAllocate income between the trust/estate and beneficiaries appropriatelyUnderstand DNI calculations and trust distribution rulesCollaborate with estate planners and attorneys as neededGeneral Tax Duties:Stay current on federal and state tax laws affecting individuals and fiduciariesCommunicate with clients to gather necessary documents and provide updatesRespond to IRS and state tax notices and correspondenceUse tax software such as CCH Axcess or LacerteMaintain confidentiality of client data and uphold professional ethics


  • US Tax Reviewer

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    bangalore, India GR8 Global India Full time

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    Bangalore, India GR8 Global India Full time

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    1 week ago


    bangalore, India GR8 Global India Full time

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    bangalore, India GR8 Global India Full time

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