Fiduciary Tax Specialist

6 days ago


bangalore, India beBeeTax Full time

Job OverviewWe are seeking a highly skilled Tax Professional to review Form 1041 and ensure compliance with federal and state tax regulations.Main ResponsibilitiesReview fiduciary income tax returns, including complex trust and estate accounting.Allocate income between the trust/estate and beneficiaries appropriately.Understand DNI calculations and trust distribution rules.Key Tax Duties:Stay current on federal and state tax laws affecting individuals and fiduciaries.Communicate with clients to gather necessary documents and provide updates.Respond to IRS and state tax notices and correspondence.Qualifications and Requirements:Bachelor's degree in Accounting, Finance, or related field; CPA or EA preferred.3+ years of experience in US trust and estate returns.2+ years of recent experience reviewing US trust and estate returns.


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