Tax Manager - Trust & Estate Focused - Hybrid in office

CyberCoders; Irvine (CA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Group Term Life Insurance

Remote Flexibility

Flex Hours

3+ weeks PTO

Job summary

CyberCoders in Irvine, CA seeks an experienced Tax Manager focused on trust and estate taxation to lead complex returns for high-net-worth clients. This in-office role requires 2-3 days on site with a flexible hybrid model and offers a path to leadership within a growing regional CPA firm.

You will review and prepare trust, estate, and gift tax returns, advise on planning strategies, mentor staff, and ensure quality across engagements.

Qualifications

• 5+ years in public accounting
• Expert in Trust & Estate Taxation
• Active CPA or JD/LLM
• Strong knowledge of fiduciary income tax, estate tax, and gift tax
• Proficiency with tax software (CCH Axcess, GoSystem)
• Familiarity with estate planning strategies

Responsibilities

• Serve as the primary point of contact for high-net-worth individuals, families, and fiduciaries
• Build and maintain trusted client relationships
• Review and prepare complex trust, estate, and gift tax returns (Forms 1041, 706, 709)
• Review and prepare individual and pass-through returns (Forms 1040, 1065, 1120s, 1120)
• Advise clients on estate planning, charitable giving, and wealth transfer strategies
• Research and interpret tax laws and regulations related to trusts and estates
• Provide guidance on tax implications of estate administration and fiduciary responsibilities
• Supervise and mentor junior staff and seniors
• Review workpapers and ensure quality control across engagements

Skills

Public accounting

Trust & Estate taxation

CPA or JD/LLM

Tax software

Client communication

Attention to detail

Time management

Education

CPA certification

JD/LLM

Tools

CCH Axcess

GoSystem

Job description

Position: Tax Manager - Trust & Estate Focused
In office Requirement: 2-3 days a week - potentially less
Location: Irvine, CA
Requirements: 5+ years in public accounting - Strong Trust & Estate exp.
Base Salary: $120,000-$170,000 a year

We are a midsize CPA firm Orange County with about 80 employees and growing. We are a full service firm that offers tax, accounting, audit, business consulting, wealth management, and fiduciary consulting services. We have a hybrid to loose remote model and are growing into a top regional firm in the So Cal area. We pride ourselves with providing a strong work life balance both in and outside of busy seasons. We offer full benefits with partial coverage of the medical and dental insurance premiums. We also look to invest in our employees to grow their skillsets in different industries and continue to promote growth and get them on a path to management.

We are looking for experienced tax managers that have had an extensive background in gift, trust, and estate tax. This role will be focused on clients with trust and estate returns along with there individual and business taxes.

What you need

• 5+ Years of Public Accounting
• Expert in Trust & Estate Taxation
• Active CPA or JD/LLM
• Strong knowledge of federal and state fiduciary income tax, estate tax, and gift tax
  • Strong HNWI, Partnership, s-corp experience also
• Proficiency with tax software (e.g., CCH Axcess, GoSystem, or similar)
• Familiarity with estate planning strategies and wealth transfer techniques
• Excellent communication and client service skills
• Strong attention to detail and organizational abilities
• Ability to manage multiple engagements and deadlines

What you will be doing

• Serve as the primary point of contact for high-net-worth individuals, families, and fiduciaries
• Build and maintain trusted client relationships
• Review and prepare complex trust, estate, and gift tax returns (Forms 1041, 706, 709)
  • Review and prepare indiviudal and pass-through returns (Forms 1040, 1065, 1120s, 1120)
• Advise clients on estate planning, charitable giving, and wealth transfer strategies
• Research and interpret tax laws and regulations related to trusts and estates
• Provide guidance on tax implications of estate administration and fiduciary responsibilities
• Supervise and mentor junior staff and seniors
• Review workpapers and ensure quality control across engagements

Benefits

Base Salary: $120,000 - $170,000

• Medical, Dental, and Vision Insurance
• Group Term Life Insurance
• Remote Flexibility
• Flex Hours
• Minimum 3 Weeks Starting PTO
• Company Holidays
• Career growth
• Participation in our retirement plan
• Reasonable overtime to support a work-life balance