Tax Accountant / Estate Tax Specialist

Location: Cherry Hill / Marlton, NJ (near Philadelphia)

Full-Time | Salary: $85,000 to $100,000 plus bonus and benefits

Seeking a Tax Accountant / Estate Tax Specialist to join an experienced team. This role is ideal for tax professionals or CPAs who want to transition out of public accounting into a more stable and predictable environment while continuing to work on complex tax matters.


Responsibilities

This is a tax-focused position with a primary emphasis on preparing complex returns for high-net-worth clients:

Prepare Federal Estate Tax Returns (Form 706)
Prepare Federal Gift Tax Returns (Form 709), fiduciary income tax returns, and individual income tax returns
Handle New Jersey and Pennsylvania estate and inheritance tax filings
Maintain financial records and prepare supporting schedules
Assist with estate and trust administration, including asset collection, valuations, and accountings
Collaborate with attorneys and legal staff on client matters
Communicate with clients, banks, and financial institutions


Qualifications

Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)
3 to 8 or more years of hands-on tax preparation experience
Experience with estate, gift, fiduciary, or trust taxation
Proficiency in Microsoft Excel and tax software such as ProSeries, OneSource, or similar
Strong attention to detail, organization, and communication skills
Ability to manage multiple deadlines and work independently and within a team


Why Join

Opportunity to move away from the demands of public accounting
More predictable schedule and improved work-life balance
Continued exposure to sophisticated tax work
Collaborative and professional work environment


Compensation and Benefits

Base salary of $85,000 to $100,000 depending on experience
Annual discretionary bonus
Medical, dental, vision, life insurance, long-term disability, and flexible spending account
401(k) with profit-sharing
Generous paid time off and holidays


If you are an experienced tax professional seeking a long-term opportunity with a strong firm and a balanced work environment, we encourage you to apply.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.