Tax Senior, Estate and Trust

Description

We are seeking a Tax Senior to join our Estate & Trust team. In this role, you will provide tax compliance services and assist with tax planning and consulting projects for high-net-worth individuals, families, trusts, estates, and related entities. The Tax Senior serves as a key contributor on client engagements, participating in the planning, preparation, review, and completion of tax projects while ensuring accuracy, efficiency, and exceptional client service.

The ideal candidate will have experience with trust and estate taxation, fiduciary income tax returns, and high-net-worth individual tax engagements. This role offers the opportunity to work closely with clients, attorneys, trustees, executors, and advisors while developing specialized expertise in estate, trust, and fiduciary taxation.

What you’ll be doing 

• Manage tax engagements from planning through completion, ensuring projects are delivered accurately, efficiently, and within established timelines and budgets.
• Prepare and review federal, state, and local tax returns for trusts, estates, high-net-worth individuals, partnerships, and corporations, including fiduciary income tax returns and related tax compliance filings.
• Analyze trust agreements, wills, and other estate planning documents and prepare fiduciary accountings to support accurate tax reporting and compliance.
• Research tax issues, communicate findings to engagement teams and clients, and assist managers and partners with estate, trust, gift tax, and other consulting projects.
• Develop and maintain strong relationships with clients, trustees, executors, beneficiaries, attorneys, and financial advisors through proactive communication and exceptional client service.
• Review and mentor staff, provide coaching and feedback, and help ensure work is completed in accordance with firm and professional standards.
• Stay current on developments in fiduciary, estate, gift, and individual taxation and apply relevant guidance to client engagements.
• Contribute to business development efforts, firm initiatives, and a collaborative team environment while upholding the firm's core values and commitment to client service.

Requirements

What makes you a fit 

• Bachelor’s degree in Accounting, Business, Finance, or a related field.
• A minimum of 3+ years of recent public accounting tax experience.
• CPA preferred, or Enrolled Agent (EA), or actively pursuing certification.
• Experience preparing trust and estate tax returns and working with fiduciary engagements preferred.
• Experience working with high-net-worth individuals, trusts, estates, and family entities preferred.
• Ability to interpret trust agreements, wills, and other estate planning documents for tax compliance purposes preferred.
• Strong technical knowledge of individual, trust, and estate taxation, with working knowledge of partnership and corporate taxation
• Excellent written and verbal communication skills.
• Demonstrated ability to manage multiple projects and deadlines.
• Proficiency with CaseWare, CCH Axcess Tax, CCH Fixed Assets, SurePrep, and Microsoft Office Suite.
• High level of professionalism, attention to detail, and confidentiality.

Compensation & Benefits

At Geffen Mesher, we value transparency and equity in compensation. The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, and internal equity. The estimated salary range for this position is $85,000-$106,000. 

Additional Benefits Include

• 401k with a 3% employer contribution
• Discretionary profit sharing of up to 4.5% annually 
• Medical, dental, and vision insurance. We cover 100% of the individual medical premium!
• Generous PTO, plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave
• Hybrid work options and flexible working hours in the summer 
• Parking and Transit Reimbursement
• Flexible Spending Accounts
• On-site gym and locker room
• Incentive plan for sales leads
• Generous Employee Referral Program

Company Overview 

Geffen Mesher and Company, PC (GMCO) proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries.

At GMCO, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a large firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager. 

Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for people with disabilities. 

To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher.  The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.