Tax Manager Trust & Estate

Jobot; Irvine (CA); Remote; USD 100,000 - 150,000; Full time

Job summary

A leading firm is seeking a Permanent Trust & Estate Tax Manager to manage tax planning and compliance for high-net-worth clients. This fully remote position offers competitive compensation, generous benefits, and opportunities for career growth. The ideal candidate will have a strong background in trust and estate tax, CPA certification, and excellent communication skills.

Benefits

Competitive compensation

Annual bonus

Sign-on bonus

Health, dental, and vision insurance

Generous PTO, holidays, and sick days

Work-life balance

Career growth opportunities

Qualifications

• Minimum 5 years of trust, estate, and gift tax experience in public accounting.
• Proficiency in Forms 706, 709, 1041.
• Experience with HNW clients and PCS preferred.

Responsibilities

• Manage preparation and review of federal and state estate, gift, and trust tax returns.
• Provide tax planning and consulting to HNW clients.
• Mentor junior team members.

Skills

Communication

Tax Planning

Client Relationship Management

Process Improvement

Education

Bachelor's degree in Accounting, Finance, or related field

CPA certification

Job description

Job Description: Trust & Estate Tax Manager

We are seeking a dynamic and experienced Permanent Trust & Estate Tax Manager to join our team. This is an exceptional opportunity for a talented individual to work in Trust and Estate (T&E) with high-net-worth (HNW) clients and private client services (PCS). The successful candidate will manage tax planning and compliance for trusts, estates, and gift tax returns.

Why join us?

• Fully remote capabilities nationwide with excellent software and setup
• Competitive compensation, annual bonus, sign-on bonus, and bi-annual reviews and raises
• Top benefits including health, dental, and vision insurance
• Generous PTO, holidays, and sick days
• Work-life balance and career growth opportunities

Responsibilities include:

• Manage preparation and review of federal and state estate, gift, and trust tax returns (Forms 706, 709, 1041)
• Provide tax planning and consulting to HNW clients
• Collaborate with team members for comprehensive private client services
• Develop and maintain client relationships
• Stay updated on industry trends and tax laws
• Identify process improvements and participate in business development
• Mentor junior team members

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field
• CPA certification required
• Minimum 5 years of trust, estate, and gift tax experience in public accounting
• Proficiency in Forms 706, 709, 1041
• Experience with HNW clients and PCS preferred
• Strong knowledge of tax laws and excellent communication skills

If interested, please send your resume and answers to pre-qualification questions to [e-mail].