Accountant or Tax Paralegal - Trusts & Estates

Job Description

Job Description

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

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.

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.

Job Title: Accountant – Trusts & Estates

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

Hours: 8:15 a.m. – 4:30 p.m.

Compensation: Competitive DOE

Why You Should Apply:

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

The Ideal Candidate:

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

About the Firm:

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

What's in it for You?

• Competitive salary depending on experience.
• Hybrid flexibility with one work-from-home day each week.
• Stable weekday schedule of 8:15 a.m. – 4:30 p.m.
• Opportunity to specialize in sophisticated trusts, estates, and fiduciary tax matters.
• Work alongside highly experienced Trusts & Estates professionals.
• Excellent opportunity for someone coming from a CPA or accounting firm who wants to continue substantive tax work in a different professional environment.

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:

Call or Text: View phone number on ziprecruiter.com
Email: View email address on ziprecruiter.com

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