Tax Manager - High Net Worth & Estate Planning

Colorado Railroad Museum; Irvine (CA); On-site; USD 123,000 - 153,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vision insurance

401(k) profit sharing

Education assistance

Job summary

The Colorado Railroad Museum in Irvine, CA is seeking an experienced Tax Manager to oversee individual tax clients and wealth transition. The ideal candidate will have a Bachelor's in Accounting, CPA license, and 5+ years of public accounting tax experience.

Key responsibilities include preparing complex tax returns and advising clients on tax planning strategies. The position offers a salary range of $123,000-$153,000 and competitive benefits including medical insurance and generous paid time off.

Qualifications

• 5+ years of experience in public accounting tax work.
• Knowledge of tax accounting principles and IRS regulations.
• Experience with fiduciary and estate tax returns.

Responsibilities

• Prepare and review complex tax returns by deadlines.
• Advise clients on wealth transition planning.
• Manage client relationships and seek business development.

Skills

Public accounting tax work

Expertise in individual income tax planning

Excellent communication skills

Business development and networking

Education

Bachelor's degree in Accounting

Active CPA license or Enrolled Agent certification

Job description

The Colorado Railroad Museum in Irvine, CA is seeking an experienced Tax Manager to oversee individual tax clients and wealth transition. The ideal candidate will have a Bachelor's in Accounting, CPA license, and 5+ years of public accounting tax experience.

Key responsibilities include preparing complex tax returns and advising clients on tax planning strategies. The position offers a salary range of $123,000-$153,000 and competitive benefits including medical insurance and generous paid time off.