Mid-Level Tax Accountant (Trust & Tax Planning Focus)

About Us

P3 Trust Management is built on three core principles: Peace, Protection, and Posterity. We specialize in helping high-net-worth individuals and business owners maintain and manage their trusts with precision and care.

Our services go beyond traditional accounting—we provide ongoing trust maintenance, bookkeeping, tax preparation, and compliance support to ensure our clients’ financial structures are protected and optimized for the long term.

As we continue to grow, we are seeking a skilled, client-focused Mid-Level Tax Accountant to join our team.

Position Overview

The Mid-Level Tax Accountant will play a key role in supporting our clients through accurate tax preparation, trust accounting, and ongoing compliance. This is a client-facing role that requires strong communication skills, organization, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

• Prepare individual, business, and trust tax returns
• Review ongoing bookkeeping and trust accounting
• Maintain accurate financial records and ensure compliance with applicable regulations
• Support monthly, quarterly, and annual reporting requirements
• Communicate directly with clients to gather information and provide updates
• Assist in maintaining trust structures in accordance with compliance standards
• Collaborate with senior advisors and tax professionals on client strategies
• Utilize accounting and tax software efficiently and adapt to new systems as needed
• Manage multiple deadlines and prioritize tasks effectively

Qualifications

• Associate’s degree in Accounting or related field (Bachelor’s preferred)
• 5+ years of tax preparation experience (required)
• Experience with bookkeeping and financial reporting
• Experience with trust or estate taxation is a plus (but not required)

Skills & Attributes

• Highly organized with strong attention to detail
• Ability to work under pressure and meet deadlines
• Professional, articulate, and client-facing demeanor
• Strong communication and presentation skills
• Excellent time management and prioritization abilities
• Adaptable and comfortable learning new software systems
• Team-oriented with a proactive mindset

Compensation & Benefits

• Salary: $50,000 – $62,000, based on experience
• Performance-based bonuses
• 401(k) with company match
• Flexible Spending Account (FSA)
• Health Savings Account (HSA) / QSEHRA options available
• Opportunity for advancement within a growing, specialized firm

Why Join P3 Trust Management?

• Work with high-net-worth clients and complex financial structures
• Gain hands-on experience in trust management, tax planning, and compliance
• Be part of a growing, forward-thinking company
• Develop professionally in a supportive, team-oriented environment

Pay: $50,000.00 - $62,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible spending account
• Health savings account
• Opportunities for advancement
• Paid sick time
• Paid time off
• Professional development assistance
• Work from home

Work Location: Remote