Tax Director / Partner- Trusts & Estates

CPS, Inc.; California; On-site; USD 125,000 - 150,000; Full time

Job summary

An established industry player is seeking a Tax Director or Partner with a robust background in Trusts & Estates. This pivotal role involves overseeing compliance on estate tax returns, interpreting wills and trusts, and nurturing professional relationships to drive business development. The ideal candidate will have over eight years of experience, primarily within regional or Big 4 CPA firms, and a strong record of mentoring staff and developing client relationships. Join this dynamic firm to leverage your expertise and contribute to a collaborative environment where your skills will be valued and rewarded.

Qualifications

• Over 8 years of experience in a regional, national, or Big 4 CPA firm.
• Proven success in business development and mentoring staff.

Responsibilities

• Review compliance on estate tax returns and fiduciary income tax returns.
• Develop relationships with clients and community organizations.

Skills

Trusts & Estates

Business Development

IRS Audits

Mentoring Staff

Education

CPA

MBT (MST)

JD

LLM

Tools

Estate Tax Software

Trust Accounting Software

Job description

My client, a regional CPA firm located in Orange County, CA is seeking a Tax Director or Partner with a strong background in Trusts & Estates. Responsibilities include but are not limited to:

• Review / perform compliance on estate tax returns and fiduciary income tax returns
• Interpret wills and trusts pertaining to estate and fiduciary income tax returns
• Develop relationships with and earn sufficient respect from staff, peers, senior managers and partners
• Gain sufficient expertise within EGT practice to become technical expert
• Demonstrate sufficient success in business development with new and existing clients to justify admission into partnership
• Develop community and professional relationships through participation/leadership in civic organizations and professional associations

Requirements:

• CPA/ MBT (MST) or CPA/JD/ LLM
• More than eight years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firm
• Progressive record of promotion
• Successful in developing and mentoring staff toward promotion
• Experience defending clients in IRS audits
• Record of success in developing relationships within firm
• Experience with software pertaining to estate tax returns, estate planning, trust accounting and income tax returns

Seniority level

Director

Employment type

Full-time

Job function

Accounting/Auditing

Industries

Staffing and Recruiting