Trust & Estate Tax Manager - Hybrid/Remote, Career Growth

CyberCoders; Irvine (CA); Hybrid; 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

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.