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A bit about us:

Based in Pasadena, with multiple offices across California, we are a legacy firm built on integrity and practical innovation. As trusted family and business advisors for over a century, we provide strategic legal counsel rooted in thoroughness and common-sense solutions. Our Trusts & Estates team is recognized for its expertise in estate planning, administration, and high-net-worth tax matters.

Why join us?

  • Competitive Base Salary Up to $150k (DOE)
  • Quarterly Bonus Incentives
  • Comprehensive Benefits: Medical, Dental, Vision, Life Insurance, Matching 401(k), PTO
  • Flexible Work Model – Open to Fully Remote Candidates
  • Collaborative, Team-Based Environment

Job Details

  • Prepare/review IRS Forms 706 (Estate), 709 (Gift), 1041 (Fiduciary), and CA Form 541
  • Support post-death tax planning, trust funding, and sub-trust allocations
  • Analyze estate documents and tax implications
  • Collaborate with fiduciaries, attorneys, and financial advisors
  • Handle IRS/state notices and assist with audits
  • Conduct research on estate, gift, fiduciary, and GST issues

Looking For:

  • Active CA CPA license
  • 4+ years’ trust and estate tax experience (including some exp. with 706, 709, 1041, 541
  • Proficient with tax software (e.g., Lacerte, CCH Axcess)
  • Strong communication, organizational, and problem-solving skills
  • Based in CA (or open to remote work with CA clients)
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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