Accountant or Tax Paralegal - Trusts & Estates

Job Description

Join an Established, Highly Respected Team – Accountant, Trusts & Estates Opportunity in Cleveland!

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Aspen Careers is partnering with a highly respected, full-service Cleveland law firm to identify an Accountant to join its Trusts & Estates department . This is a unique opportunity for an experienced tax professional who enjoys individual and fiduciary tax work and wants to apply that expertise in a sophisticated legal environment.

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Law firm experience is not required. Candidates coming from public accounting, CPA firms, wealth management, trust companies, or other tax-focused environments are encouraged to apply.

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Job Title: Accountant – Trusts & Estates

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Location: Cleveland, OH | Hybrid – One day per week remote

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Hours: 8:15 a.m. – 4:30 p.m.

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Compensation: Competitive DOE

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Why You Should Apply:

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• Put your tax expertise to work as an integral member of an established Trusts & Estates team.
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• Prepare individual and fiduciary income tax returns, including Forms 1040 and 1041 .
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• Work with estate and trust matters involving income, deductions, distributions, investments, and beneficiary reporting.
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• Collaborate closely with experienced trusts and estates attorneys and other professionals on sophisticated client matters.
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• Gain exposure to the intersection of tax preparation, fiduciary accounting, estate administration, and trust administration .
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• Join a position where specialized tax knowledge is valued — without requiring previous law firm experience.
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• Enjoy a consistent weekday schedule with the flexibility to work remotely one day each week.
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The Ideal Candidate:

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• Hands-on experience preparing Form 1041 – U.S. Income Tax Returns for Estates and Trusts is required .
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• Experience preparing Form 1040 – U.S. Individual Income Tax Returns .
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• Approximately 3–5+ years of accounting, tax preparation, or related experience preferred.
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• Understanding of fiduciary taxation and the income, deductions, and distributions associated with estates and trusts.
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• Experience working with investment income, including interest, dividends, and capital gains and losses.
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• Familiarity with Schedule K-1s and beneficiary reporting.
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• Strong attention to detail with the ability to organize financial and tax documentation from multiple sources.
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• Comfortable communicating and collaborating with attorneys, clients, financial advisors, banks, investment professionals, and other outside advisors.
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• Experience with tax preparation software such as CCH Axcess, ProSystem fx, UltraTax, Lacerte, or a similar platform is helpful.
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• Experience with Forms 706 and/or 709, estate administration, probate accounting, fiduciary accounting, or trust administration is a plus.
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• Bachelor’s degree in Accounting, Finance, or a related discipline preferred, but not required
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• CPA, EA, or CPA-track experience is welcomed but not required.
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About the Firm:

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• Long-established Cleveland law firm with roots extending back more than 150 years.
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• Full-service practice serving individuals, families, businesses, and organizations throughout Northeast Ohio and beyond.
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• Particularly well known for its sophisticated Trusts & Estates practice .
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• Trusts & Estates team handles estate planning, wealth transfer, income tax planning, estate and trust administration, fiduciary matters, and tax return preparation.
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• Collaborative environment where attorneys and other professionals work together to provide highly personalized client service.
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• Combines a longstanding reputation in the Cleveland legal community with a forward-thinking approach to client service.
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What’s in it for You?

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• Competitive salary depending on experience.
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• Hybrid flexibility with one work-from-home day each week.
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• Stable weekday schedule of 8:15 a.m. – 4:30 p.m.
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• Opportunity to specialize in sophisticated trusts, estates, and fiduciary tax matters.
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• Work alongside highly experienced Trusts & Estates professionals.
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• Excellent opportunity for someone coming from a CPA or accounting firm who wants to continue substantive tax work in a different professional environment.
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Ready to take your career to the next level? Let's chat! Whether you're interested in this opportunity or exploring other options in Ohio, reach out to Kelsey today:

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Call or Text: View phone number on ziprecruiter.com

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Email: View email address on ziprecruiter.com

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Join a firm that values experience, collaboration, and your future!