The Opportunity
Are you a detail-oriented CPA with real expertise in estate, gift, and trust taxation—and are you ready for a role that actually flexes around your life? We're growing our estate and trust practice and looking for an experienced professional to help build it out.
This is an in-office role based in Westerville, so we're looking for local candidates. Beyond that, we've got room to work with you: some team members thrive on a full-time schedule, and others prefer fewer days during the off-season. If you've got the experience, let's talk about what fits.
What You'll Do
Manage and prepare federal and state returns, including Gift Tax (Form 709), Fiduciary Income Tax (Form 1041), final Individual Income Tax returns (Form 1040), and related state filings
Provide proactive tax planning and consulting to clients and their advisors on estate, gift, and trust matters
Advise fiduciaries on post-mortem tax planning strategies and elections
Analyze trust documents and consult on the tax implications of funding and distributions
Prepare formal and informal fiduciary accounting and beneficiary reporting
Maintain accurate records, track asset basis, and ensure proper allocation between principal and income
Serve as a key point of contact for clients, beneficiaries, attorneys, and financial advisors
Communicate complex tax concepts clearly, without the jargon
Represent clients before tax authorities as needed
Research evolving estate, trust, and gift tax issues and stay current with the field
Manage client onboarding, engagement letters, billing, and collections for your portfolio
Meet with new referral sources and clients to help grow the practice
You'll also have real support: our administrative team handles the behind-the-scenes work so you can stay focused on the advisory side of the job.
What You Bring
Active CPA or EA license
5+ years of relevant experience—public accounting, bank, or law firm—with direct work in estate, trust, and gift tax compliance and planning
Strong technical knowledge of federal estate, gift, and income tax law
Solid understanding of fiduciary accounting principles and the Ohio Uniform Principal and Income Act
Proficiency with Thomson Reuters tax software and Microsoft Office
Experience with high-net-worth clients and complex trust structures (preferred)
Experience with fiduciary accounting software (preferred)
You're self-motivated and driven, and you believe outcomes can always be improved. You enjoy solving problems, working collaboratively, and communicating clearly—whether that's with a client, a beneficiary, or an attorney. You manage multiple deadlines without losing your footing, and you've built a reputation people trust.
What We Offer
An attractive compensation model
A schedule built around your experience, including reduced days in the off-season if that's the right fit for you
Nearly every Friday off from May through December after tax season
An exceptional administrative team supporting your client relationships
Opportunities for continuing professional education (CPE) and growth
A collaborative, supportive team environment
Real autonomy in how you manage your work and clients
About Nichols & Company CPAs
N&Co isn't just a tax firm; we’re a strategic partner in making life #LessTaxing for both our clients and our team! We're a Westerville-based firm serving small businesses and individuals across tax preparation, consulting, accounting, and bookkeeping, with a culture built on collaboration, constant improvement, and (yes, really) loving tax season.
Notice to Third-Party Recruiting Agencies Nichols & Company, CPAs does not accept unsolicited resumes or candidate submissions from recruiters, staffing agencies, or other third-party recruiting organizations. Any unsolicited resume or candidate information submitted to Nichols & Company, CPAs or any of its employees will be considered the property of Nichols & Company, CPAs, and the firm reserves the right to contact and hire any candidate at its discretion without any obligation to pay a fee to the submitting party.