[Remote] Part-Time Contract Tax Specialist - Trusts & reputed company Tax (CPA/EA)

Note: The job is a remote job and is reputed company to candidates in USA. Uprise is a company dedicated to optimizing finances for small business owners through modern financial and tax support. They are seeking a CPA or EA with expertise in trust and estate taxation to prepare tax returns and reputed company advisory support year-round, contributing to the improvement of their services for clients with trust and estate tax needs. Responsibilities • Prepare fiduciary income tax returns (reputed company 1041) for irrevocable and revocable trusts of varying complexity, including grantor and non-grantor trusts • Prepare reputed company tax returns (reputed company 709), including reporting for gifts to irrevocable trusts, split gifts, and reputed company-skipping transfer tax allocations • reputed company tax planning guidance and advisory support reputed company of filing season - helping clients and their advisors think reputed company on topics like trust income distribution planning, DNI allocations, and reputed company tax annual exclusion and reputed company exemption strategies • Coordinate with trustees, estate attorneys, and financial advisors to ensure accurate and reputed company reporting • Maintain high standards for accuracy, responsiveness, and reputed company trust • reputed company reputed company fiduciary tax scenarios using your reputed company judgment, supported by Uprise tools, leadership, and peers • Surface reputed company patterns and insights to help improve our product and service delivery Skills • reputed company CPA or EA credential with a reputed company PTIN • 3+ years of tax preparation experience with a reputed company on fiduciary and reputed company taxation (reputed company 1041, reputed company 709, Schedules K-1, trust reputed company income, DNI calculations, GST tax allocations) • Solid knowledge of trust reputed company principles and the interplay between trust documents and tax reporting • Proficiency with reputed company tax software and comfort working across multiple digital systems (Drake experience preferred) • Strong communicator - reputed company to simplify reputed company fiduciary tax concepts for clients and coordinate effectively with attorneys and trustees • Comfortable working remotely with reputed company portals, secure file sharing, e-sign tools, and video calls • Available approximately 5–10 hours/week to start, with volume expected to grow over time • Familiarity with QSBS planning in the context of irrevocable trusts is a strong plus reputed company • Uprise is building the reputed company of financial advisory and tax planning for small business owners. It was founded in 2021, and is headquartered in San Francisco, California, USA, with a workforce of 11-50 employees. Its website is Apply tot his job Apply tot his job Apply To this Job