Tax Manager Trust & Estate

Jobot; San Diego (CA); Remote; USD 130,000 - 165,000; Full time

Job summary

Join Jobot as a Permanent Trust & Estate Tax Manager and work with high-net-worth clients in a fully remote role. You will manage tax compliance and planning for trusts and estates, offering exceptional service and developing client relationships. This position provides a dynamic work environment with competitive compensation, comprehensive benefits, and a strong focus on work-life balance.

Benefits

Competitive Compensation

Annual Bonus

Bi-Annual Reviews & Raises

6+ weeks PTO to start

Top plans and Full Benefits package

Qualifications

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

Responsibilities

• Manage preparation and review of federal and state estate, gift, and trust tax returns.
• Provide tax planning to high-net-worth clients.
• Mentor junior team members to ensure high-quality service.

Skills

Interpersonal skills

Analytical skills

Problem-solving

Education

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

CPA certification

Tools

Tax software

Microsoft Office Suite

Job description

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This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$130,000.00/yr - $165,000.00/yr

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Job details

Urgently Hiring! Apply Today!

This Jobot Job is hosted by Nicole Poley

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $130,000 - $165,000 per year

A Bit About Us

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 have the unique opportunity to assist and manage the tax planning and compliance for trusts, estates, and gift tax returns. If you are an individual who thrives in a fast-paced environment, has a strong understanding of the financial sector, and has a passion for providing excellent service, this could be the perfect role for you. We are consistently recognized as one of the “best of the best” accounting firms in California. We provide a wide range of tax, advisory and consulting services to businesses and individuals. Fully remote capabilities for candidates!



Why join us?

• Fully Remote Capabilities Nation Wide with excellent software and remote setup!
• Competitive Compensation + Annual Bonus + Sign on Bonus + Bi-Annual Reviews & Raises
• 10-15% year over raises
• Top plans and Full Benefits package including health, dental and vision
• 6+ weeks of PTO to start + 10 holidays, 2 floating holidays + Unlimited Sick days
• Amazing work life balance
• Accelerated Career Growth opportunities
• During Busy season you will never work more than 55 hours a week
  
  

Job Details

If you are a Tax Manager with experience in Trust & Estate with 5+ years of experience in public accounting, please contact [e-mail]

Responsibilities

• Manage the preparation and review of federal and state estate, gift, and trust tax returns (Forms 706, 709, and 1041).
• Provide tax planning and consulting to high-net-worth clients on estate, trust, and gift tax issues.
• Collaborate with other team members to provide comprehensive Private Client Services.
• Develop and maintain relationships with clients to provide exceptional client service.
• Stay updated with the latest industry trends and tax laws to provide accurate and relevant advice.
• Identify opportunities for process improvement and implement strategies to enhance efficiency and productivity.
• Participate in business development initiatives and identify new business opportunities with existing clients.
• Mentor, guide, and review work of junior team members to ensure high-quality service delivery.
  
  

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Certified Public Accountant (CPA) certification is mandatory.
• Minimum of 5 years of experience in trust, estate, and gift tax planning and compliance.
• Proficiency in preparing and reviewing Forms 706, 709, and 1041.
• Prior experience working with high-net-worth (HNW) clients and private client services (PCS) is preferred.
• Strong knowledge of federal and state tax laws related to trusts, estates, and gifts.
• Excellent interpersonal and communication skills, with the ability to build strong client relationships.
• Strong analytical and problem-solving skills, with a keen attention to detail.
• Ability to work in a fast-paced environment, manage multiple tasks, and meet deadlines.
• Proficiency in tax software and Microsoft Office Suite.
  
  

This exciting role offers the opportunity to work in a dynamic and professional environment where you can grow and develop your skills. If you are passionate about providing top-notch services to clients and have the required skill set, we would love to hear from you.

IF INTERESTED AND QUALIFIED PLEASE SEND YOUR UPDATED RESUME ALONG WITH THE ANSWERS TO THE FOLLOWING PRE-QUALIFICATION QUESTIONS TO [e-mail]

• How many years of experience do you have in public accounting? What Industries?
• Do you possess your CPA?
• Do you have any previous leadership experience (supervision, management or lead)? Please explain
• What is your estimated compensation expectation?
• How soon are you available to start a new role?
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting, Financial Services, and Banking

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