Trust and Estate Tax Associate

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Trust and Estate Tax Associate

Richmond, Virginia

|

Direct (Permanent) Full Time

|

$ 65,000 - $ 80,000 per year

Richmond, Virginia

Direct (Permanent) Full Time

$ 65,000 - $ 80,000 per year

July 23, 2025

|

Job ID: F11553C5-PT_1753276469

July 23, 2025

Job ID: F11553C5-PT_1753276469

Job Summary

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Job Duties

  • Oversee complex trust and estate probate administration including preparation of legal documents, asset spreadsheets, probate pleadings, and accountings.
  • Prepare complex estate, gift, and fiduciary income tax returns, and research related federal, state, and local tax laws.
  • Review estate documents for compliance with state and federal filing requirements.
  • Coordinate directly with banks and brokerage firms through phone, email, and in-person communication.
  • Provide support to attorneys and tax preparers, including drafting correspondence and legal documents.
  • Maintain accurate and detailed daily billable hour records in accordance with firm policies.

Qualifications

  • Bachelor's degree in Accounting or a related field preferred; CPA, CFTA, or other relevant certifications strongly preferred.
  • Minimum of four years' experience in legal, finance, or accounting, with emphasis on tax preparation and trust & estate work.
  • Advanced proficiency in Microsoft Office, especially Excel; experience with CCH ProSystem is a plus.
  • Strong mathematical aptitude and ability to solve complex problems for tax strategy development.
F11553C5-PT_1753276469

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™