Fully Remote Senior Tax Manager - Trusts and Estates

Jobot; Pleasanton (CA); Remote; USD 160,000 - 210,000; Full time

Job summary

Join a dynamic and growing accounting firm as a Senior Tax Manager specializing in trusts and estates. This fully remote role offers the chance to shape client success through expert tax compliance and planning strategies. You'll oversee all aspects of tax compliance, develop strategies for high net worth individuals, and ensure alignment with clients' financial goals. With an extremely competitive benefits package, generous PTO, and a commitment to employee development, this opportunity is perfect for those looking to make a significant impact in a supportive environment. Embrace the chance to grow your career with a firm that values your unique contributions.

Benefits

Extremely Competitive Benefits Package

5-15% year over year raises

4+ weeks PTO + All federal Holidays

Medical, Dental, and Vision Insurance

Employer contribution to Life Insurance

401(k) plan

Employee Sabbatical opportunity

Customized learning and development opportunities

Qualifications

• 5+ years of experience in tax planning and compliance for trusts and estates.
• Strong understanding of fiduciary tax and estate planning strategies.

Responsibilities

• Oversee tax compliance for trusts and estates, including federal and state returns.
• Develop tax planning strategies for high net worth individuals.

Skills

Tax Planning

Tax Compliance

Analytical Skills

Problem-Solving

Communication Skills

Leadership

Organizational Skills

Education

Certified Public Accountant (CPA)

Tools

Tax Preparation Software

Microsoft Office Suite

Job description

Fully Remote Senior Tax Manager - Trusts and Estates

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$160,000.00/yr - $210,000.00/yr

Fully Remote Opportunity! Join a dynamic growing accounting firm, shape client success, and lead with expertise. Apply now!

Salary: $160,000 - $210,000 per year

A Bit About Us: Come work with the best of the business. We are seeking a Tax Director with ideally entertainment business management experience to join our team!

Why join us?

• Extremely Competitive Benefits Package
• 5-15% year over year raises
• 4+ weeks PTO + All federal Holidays - summer Fridays & more!

Competitive Base Salary and annual performance-based bonuses.

Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives.

Employer contribution to Life Insurance, and 401(k) plan.

Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity.

Customized learning and development opportunities and continuing professional education both in-house and virtually.

Hybrid, flex, and remote work opportunities available.

Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution.

Job Details

Responsibilities

• Oversee and manage all aspects of tax compliance for trusts and estates, including federal and state income, gift, and estate tax returns.
• Develop and implement tax planning strategies for high net worth individuals and their estates.
• Provide guidance and support to clients on estate and trust tax matters.
• Collaborate with internal teams and external advisors to ensure that all tax strategies are aligned with the client's financial goals and objectives.
• Stay informed on current tax laws and regulations and communicate any changes that may impact clients to the appropriate parties.
• Conduct research on complex tax issues and provide solutions that minimize tax liability and increase client wealth.
• Review and approve trust and estate tax work papers and returns prepared by junior staff.
• Foster and maintain client relationships, ensuring high levels of client satisfaction.

Qualifications

• Certified Public Accountant (CPA) designation is required.
• Minimum of 5 years of experience in tax planning and compliance for trusts and estates.
• In-depth knowledge of federal and state tax laws and regulations related to trusts and estates.
• Strong understanding of fiduciary tax and estate planning strategies.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills, with the ability to explain complex tax issues in a clear and concise manner.
• Proven leadership skills, with experience managing and mentoring junior staff.
• Ability to work independently in a fully remote environment, with strong organizational skills and the ability to manage multiple projects simultaneously.
• Proficiency in tax preparation software and Microsoft Office Suite.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Accounting/Auditing and Finance

Industries

Accounting, Financial Services, and Banking