Job Description

Job Description – US Trust & Estate Tax Preparer

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Position - US Trust & Estate Tax Preparer

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Job Summary

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We are looking for an experienced US Trust & Estate Tax Preparer with hands-on experience in preparing federal fiduciary, estate and gift tax returns.

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The ideal candidate should have practical experience preparing Forms 1041, 706 and 709, along with related schedules, supporting workpapers and beneficiary reporting.

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This position requires solid knowledge of US federal tax rules relating to trusts, estates, gifts, fiduciary accounting and estate tax.

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Key Responsibilities

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- Prepare and review Form 1041 – U.S. Income Tax Return for Estates and Trusts.
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- Prepare Schedule K-1s and related fiduciary schedules.
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- Prepare Form 706 – U.S. Estate (and Generation-Skipping Transfer) Tax Return.
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- Prepare Form 709 – U.S. Gift (and Generation-Skipping Transfer) Tax Return.
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- Prepare supporting schedules and workpapers for estate and gift tax returns.
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- Analyze estate assets, liabilities, deductions, distributions and beneficiary interests.
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- Handle trust and estate income, capital gains, investment income and distributions.
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- Assist with estate tax calculations, taxable gifts and GST tax matters.
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- Review prior-year returns and carry forward relevant information accurately.




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- Reconcile tax workpapers with brokerage statements, accounting records and other supporting documentation.
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- Prepare beneficiary reporting, including Schedule K-1.
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- Identify missing information and communicate questions to the reviewer/manager.
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- Research and resolve technical US tax issues relating to trusts and estates.
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- Maintain organized and well-documented tax files.
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- Assist with federal and, where applicable, state fiduciary, estate and gift tax filings.
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- Meet tax filing deadlines and internal quality-control requirements.
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Required Experience

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Essential:

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- 3+ years of experience in US tax preparation, preferably with a significant focus on Trust & Estate taxation.
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- Strong understanding of fiduciary taxation and estate/gift tax concepts.
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- Experience preparing supporting schedules and tax workpapers.
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Preferred:

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- CPA / EA / CA / ACCA or equivalent qualification.
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- Experience working with US CPA firms.
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- Experience with high-net-worth individuals, trusts and estates.
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- Experience with complex trusts and decedent estates.
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- Experience with state estate/inheritance tax returns.
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- Tax document management/workflow software
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📌 US Trust & Estate Tax Preparer (Hyderabad)
🏢 RTM India Private
📍 Hyderabad