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

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Note: The job is a remote job and is open 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 provide advisory support year-round, contributing to the improvement of their services for clients with trust and estate tax needs.

Prepare fiduciary income tax returns (Form 1041) for irrevocable and revocable trusts of varying complexity, including grantor and non-grantor trusts
Prepare gift tax returns (Form 709), including reporting for gifts to irrevocable trusts, split gifts, and generation-skipping transfer tax allocations
Provide tax planning guidance and advisory support outside of filing season - helping clients and their advisors think ahead on topics like trust income distribution planning, DNI allocations, and gift tax annual exclusion and lifetime exemption strategies
Coordinate with trustees, estate attorneys, and financial advisors to ensure accurate and timely reporting
Maintain high standards for accuracy, responsiveness, and client trust
Navigate complex fiduciary tax scenarios using your professional judgment, supported by Uprise tools, leadership, and peers
Surface client patterns and insights to help improve our product and service delivery

Active CPA or EA credential with a valid PTIN
3+ years of tax preparation experience with a focus on fiduciary and gift taxation (Form 1041, Form 709, Schedules K-1, trust accounting income, DNI calculations, GST tax allocations)
Solid knowledge of trust accounting principles and the interplay between trust documents and tax reporting
Proficiency with professional tax software and comfort working across multiple digital systems (Drake experience preferred)
Strong communicator - able to simplify complex fiduciary tax concepts for clients and coordinate effectively with attorneys and trustees
Comfortable working remotely with client 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

Uprise is building the future 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 https://uprise.us.

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