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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

Nichols & Company, CPAs

Our firm has been based in Westerville, Ohio, for more than 25 years. We focus on tax planning and preparation for individuals and small to medium-sized businesses. We serve clients in all stages of their personal and business lives.

Nichols & Company, CPAs serves more than 3,500 clients in more than 10 Central Ohio counties and 25 other states.

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