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Trust & Estate Specialist

Job

Callan Accounting CPA & Advisors, LLC

Bend, OR (In Person)

Full-Time

Posted 2 weeks ago (Updated 1 day ago) • Actively hiring

Expires 7/19/2026

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Job Description

Trust & Estate Specialist at Callan Accounting CPA & Advisors, LLC Trust & Estate Specialist at Callan Accounting CPA & Advisors, LLC in Bend, Oregon Posted in 15 days ago.
Type:
full-time
Job Description:
We're hiring! Our growing CPA firm is looking for an experienced CPA or Paralegal specializing in estate and trust administration, fiduciary accounting, and estate/trust tax matters to join our team at our office in Bend, Oregon. This role is ideal for someone who enjoys working closely with high-net-worth families, attorneys, trustees, and business owners while helping navigate complex estate and trust matters with professionalism and care.
Responsibilities may include:
  • Preparation and review of estate and trust tax returns
  • Fiduciary accounting and trust administration support
  • Coordination with attorneys, executors, trustees, and beneficiaries
  • Estate planning and tax planning support
  • Client communication and project management
Qualifications:
  • CPA, EA, or experienced estate/trust paralegal preferred
  • Experience with fiduciary accounting and estate/trust taxation
  • Strong organizational and communication skills
  • Ability to manage multiple deadlines and client relationships
  • Experience in a CPA firm or estate planning law environment is a plus We offer:
  • Competitive compensation
  • Flexible work environment
  • Collaborative team culture
  • Opportunities for long-term growth and development
  • Meaningful client relationships and advisory work If you or someone you know may be a fit, please reach out directly or apply through .