Trust & Estates Tax Manager

Jobot; Irvine (CA); Hybrid; USD 130,000 - 170,000; Full time

Benefits offered by this job

Excellent compensation

Remote / Hybrid options

Excellent Benefits

4+ weeks of PTO

Job summary

A boutique firm for high-net-worth individuals is looking for an experienced Tax Manager to oversee Trust, Estate, and Gift tax processes. Candidates must have over 5 years in public accounting and at least 3 years in tax returns preparation. The role is remote with hybrid options and offers a competitive salary between $130,000 and $170,000 along with excellent benefits and PTO. Join a firm that partners with ambitious clients for greater impact.

Qualifications

• 5+ years of experience in public accounting.
• 3+ years of experience reviewing and preparing Trust, Estate, and Gift tax returns.
• Must have a CPA certification.

Responsibilities

• Manage and oversee Trust, Estate, and Gift tax processes.
• Conduct tax return preparation and reviews.
• Assist in department growth with expert tax insight.

Skills

Public accounting experience

Trust, Estate and Gift tax returns

CPA certification

Job description

Overview

Remote - Boutique firm working with high-net-worth individuals and families. This Jobot job is hosted by Matt Swaneveld. Easy Apply by clicking the Easy Apply button and sending resume. Salary $130,000 - $170,000 per year.

About Us

We team up with ambitious, closely held companies and family-owned businesses across industries such as manufacturing and distribution, real estate and construction, food and hospitality, leasing, healthcare, private foundations, and professional services. We partner with clients ready for a bigger impact.

Job Details

Position: Tax Manager with Trust, Estates and Gift tax experience. Department growth.

• 5+ years of experience in public accounting
• 3+ years reviewing and preparing Trust, Estate and Gift tax returns
• CPA is required

Why join us?

• Excellent compensation
• Remote / Hybrid options
• Excellent Benefits
• 4+ weeks of PTO

How to apply

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

EEO and Privacy

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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state, or local laws respecting consideration of unemployment status in making hiring decisions. Information collected as part of your Jobot candidate profile is subject to Jobot\'s Privacy Policy and related notices available at jobot.com. By applying, you agree to receive communications from Jobot and its partners. You can manage communications and privacy options here jobot.com/privacy-policy.