Tax Manager

Distinct | North America; Whittier (CA); Hybrid; USD 147,000 - 180,000; Full time

Job summary

Distinct | North America in Whittier is seeking a senior tax professional to join a small firm handling individuals, trusts and small businesses. The role emphasizes trust and estate work alongside partners, with a mixed client base including construction, manufacturing and property.

Reviewing 1040s, 1041s and business returns, overseeing staff work, and providing planning support are key duties. CPA or EA with 5+ years in tax at a firm and some trust exposure are required.

Qualifications

• CPA or EA license required.
• 5+ years of tax experience at a firm.
• Some trust and estate exposure.

Responsibilities

• Reviewing 1040s, 1041s and business returns.
• Trust and estate planning work alongside the partners.
• Looking after a set of owner managed clients.
• Reviewing the staff's work before it goes out.

Skills

Tax planning

Client management

Review & compliance

Leadership

Education

CPA or EA

Job description

Trust work is the part of tax nobody sets out to do and most firms end up short of. If you've picked up a fair bit of it by accident, this one pays $147k to $180k for doing it on purpose.

A Whittier firm of under 20, hybrid, with individuals, trusts and small businesses on the client list. Construction, manufacturing and property make up a good chunk of the business side, so the returns aren't all the same shape.

Why this firm:

• $147k to $180k, hybrid, Whittier
• Trust and estate work is a real part of the week, not a once a year curiosity
• A mix of business and individual clients, a good number of them in construction and property
• Partners are a short walk away
• Small firm. There's no specialist team to hand the odd question to, and the hours in season are the hours

What you'll be doing:

• Reviewing 1040s, 1041s and business returns
• Trust and estate planning work alongside the partners
• Looking after a set of owner managed clients
• Reviewing the staff's work before it goes out

What you'll have:

• CPA or EA
• 5 or more years in tax at a firm
• Some trust and estate exposure