Senior Tax Accountant – Trusts + Estates

Published: December 19, 2022


As a Senior Tax Accountant at RRBB Advisors, LLC, you are responsible for providing financial guidance to clients, preparing financial statements and tax returns, and managing team members. You may also be responsible for supervising the work of junior accountants, reviewing and analyzing financial data, and identifying and resolving discrepancies. In addition to strong technical skills, a senior accountant should have excellent communication and leadership abilities, as they will be interacting with clients and team members on a regular basis. "RRBB" is the brand name under which Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC, and its subsidiary entities, including CFO Financial Partners LLC, provide professional services. Rosenberg Rich Baker Berman, P.A. and RRBB Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Rosenberg Rich Baker Berman, P.A. is a licensed independent CPA firm that provides attest services to its clients, and RRBB Advisors, LLC, and its subsidiary entities provide tax and business consulting services to their clients. RRBB Advisors, LLC, and its subsidiary entities are not licensed CPA firms.


  • Prepare and review tax returns for estates, trusts, and high net worth individuals
  • Provide tax planning and advisory services to clients, ensuring compliance with tax laws and regulations
  • Conduct research on tax issues and identify tax saving opportunities for clients
  • Assist in the planning and execution of tax strategies for estates and trusts
  • Review and interpret trust documents to determine tax implications
  • Collaborate with clients and other professionals to collect necessary information for tax return preparation
  • Assist in managing client relationships and providing exceptional client service


  • Bachelor's degree in accounting or related field
  • CPA designation strongly preferred
  • Minimum 3+ years of experience in tax accounting, with a focus on estates and trusts
  • In-depth knowledge of tax laws and regulations related to estates and trusts
  • Strong analytical and problem-solving skills
  • Exceptional attention to detail and accuracy
  • Excellent communication and interpersonal skills
  • Proficiency in tax software and Microsoft Office suite
  • Ability to work well under pressure and meet tight deadlines
  • Strong organizational skills and ability to prioritize tasks efficiently
  • Team-oriented mindset and ability to work collaboratively with colleagues
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