Senior Tax Manager - Trusts & Estates (Remote)

Leoforce; Irvine (CA); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

401(k) retirement plan

Paid time off

Professional development

Flexible work arrangements

Job summary

Leoforce seeks a Senior Tax Manager in Irvine, CA to lead complex tax engagements for high-net-worth clients, including trusts, estates, and gifts. The role covers multi-state and international filings with staff oversight and collaboration with partners.

You will drive tax planning, respond to tax authorities, and mentor junior staff while ensuring accuracy and compliance across federal, state, and local tax codes. EA is required; CPA preferred.

Qualifications

• EA is required for this role.
• CPA is preferred for advancement and client work.
• Strong written and verbal communication skills are essential.
• Must be highly organized, detail-oriented, and able to manage multiple priorities.

Responsibilities

• Prepare and review complex individual, trust, estate, and gift tax returns.
• Assist in multi-state and international individual tax filings.
• Support year-end tax planning and quarterly estimate processes for high-net-worth clients.
• Respond to IRS, FTB, and other tax authority inquiries; assist audits.
• Provide guidance and oversight to interns and staff; foster teamwork and communication.
• Communicate project updates and client needs to managers and partners.
• Manage workload to meet deadlines and filing requirements.
• Expand knowledge of federal, state, and local tax codes and practices.

Skills

Communication skills

Independent work

Organized

Attention to detail

Education

Enrolled Agent (EA) required

CPA preferred

Tools

QuickBooks

CCH ProSystem Engagement

CCH Axcess

Job description

Leoforce seeks a Senior Tax Manager in Irvine, CA to lead complex tax engagements for high-net-worth clients, including trusts, estates, and gifts. The role covers multi-state and international filings with staff oversight and collaboration with partners.

You will drive tax planning, respond to tax authorities, and mentor junior staff while ensuring accuracy and compliance across federal, state, and local tax codes. EA is required; CPA preferred.