Estate & Trust Tax Manager

Premier Financial Search; United States; À distance; USD 135 000 - 190 000; Plein temps

Résumé du poste

Premier Financial Search is seeking a Trust & Estate Tax Manager to join a California accounting firm client. Fully remote with preference for PT or CT time zones, focusing on high-net-worth estate work and leadership. Build the practice by mentoring staff and serving as primary client contact.

The role demands seven to ten years in estate/trust tax, CPA certification, and strong knowledge of grantor trust rules. Expect engagement leadership and remote collaboration across the team.

Qualifications

• 7–10 years of public accounting experience focused on estate, gift, trust and fiduciary taxation.
• Strong technical command of trust and estate tax law, including grantor trust rules.
• Bachelor's or Master's degree in Accounting, Taxation, or related field.
• Active CPA license required.
• Proven ability to manage engagements and develop staff.
• Comfortable working effectively as part of a remote team.

Responsabilités

• Prepare and review fiduciary and estate returns (1041, 706, 709) and complex individual returns for high-net-worth clients.
• Interpret trust agreements and estate planning documents, including grantor trust structures and multi-generational planning.
• Advise clients and their attorneys, fiduciaries, and financial advisors on estate, gift, and trust tax strategies.
• Research complex technical issues and monitor changes in estate and trust tax law.
• Manage engagement workflow, staffing, and deadlines for the estate and trust practice.
• Mentor and train junior staff to build estate and trust technical capability across the team.
• Serve as a primary client contact and build long-term client relationships.

Connaissances

Estate/trust taxation

Grantor trust rules

Remote collaboration

Formation

Bachelor's or Master's in Accounting/Taxation

CPA license

Description du poste

Our client is a well-established, independent California accounting firm seeking a Trust & Estate Tax Manager to serve as its next trust and estate authority. Their reputation draws steady referrals for complex estate work from attorneys and fiduciaries, more than they can currently staff.

This is a practice to build. Fully remote (PT or CT time zones preferred), with a real track record of promoting remote staff into leadership.

Responsibilities

• Prepare and review fiduciary and estate returns (Forms 1041, 706, and 709) alongside complex individual returns for high-net-worth clients
• Interpret trust agreements and estate planning documents, including grantor trust structures and multi-generational planning
• Advise clients and their attorneys, fiduciaries, and financial advisors on estate, gift, and trust tax strategies
• Research complex technical issues and monitor changes in estate and trust tax law
• Manage engagement workflow, staffing, and deadlines for the estate and trust practice
• Mentor and train junior staff to build estate and trust technical capability across the team
• Serve as a primary client contact and build long-term client relationships

Qualifications

• Seven to ten years of public accounting experience concentrated in estate, gift, trust, and fiduciary taxation
• Strong technical command of trust and estate tax law, including grantor trust rules
• Bachelor's or Master's degree in Accounting, Taxation, or related field
• Active CPA required
• Proven ability to manage engagements and develop staff
• Comfortable working effectively as part of a remote team

Compensation

$135,000-$190,000 (DOE)

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond. This includes major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.