If you love the world of trust, estate, and gift taxation—and enjoy helping clients navigate the tricky parts—you might be a great fit for our team! We’re looking for a knowledgeable, detail-oriented Trust & Estate Specialist to help prepare and review trust and gift tax returns, work with clients and attorneys, and support our growing trust tax practice.
What You’ll Do
Prepare and review 1041s, 709s, and other trust/estate filings
Interpret trust documents and explain them clearly to clients
Manage a variety of trust clients and keep filings accurate and on time
Mentor staff and collaborate with attorneys, trustees, and executors
Use firm software (UltraTax, QuickBooks, Engagement Manager, etc.)
Help with billing, workflow organization, and maintaining strong client relationships
What You Need
Master’s in Accounting, Taxation, or related field
CPA or EA required
Strong trust, estate, and gift tax knowledge
Clear communication skills and comfort managing multiple clients
Attention to detail and good judgment
Ability to work onsite and follow firm processes
If you enjoy trust and estate work and want a role where you can grow, support clients, and mentor others, we’d love to meet you!
Heather Kraft * heather.kraft@gogpac.com * 605-956-4207
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
