Tax Director - Trust & Estate (51806)

Overview

The organization is seeking a Tax Director – Trust & Estate for the Commercial Tax Services (CTS) Tax Department, based in San Diego, CA. The team is open to the position being remote.

This role involves leading tax return and planning work for clients, providing technical expertise across trust, gift tax, GST tax, and high-valued estates.

Responsibilities

• Review tax returns, tax workpapers, and tax projections.
• Apply strong technical expertise in trusts, gift tax, GST tax, and high-valued estates (knowledge in individual taxation is a plus).
• Provide consulting, planning, and compliance support for clients.
• Perform tax research to resolve issues.
• Oversee day-to-day client needs and the tax return process, including identification and resolution of tax issues.
• Support efforts to expand the client base and participate in business development activities.
• Participate in industry or service line-related organizations.
• Maintain strong client relationships through a highly proactive approach to service.
• Coordinate with partner(s) to ensure timeliness and effective communication for proper project planning.
• Coach, mentor, and train staff.
• Maintain knowledge of new tax issues and general business trends affecting clients.

Qualifications

• Bachelor’s degree in Accounting required; Master’s in Taxation preferred
• CPA preferred
• 10+ years of progressive public accounting experience
• Excellent written and verbal communication skills
• Ability to manage multiple client engagements
• Demonstrated track record of building and sustaining client relationships and providing high-quality client service
• Strong analytical, organizational, and project management skills
• Proficiency with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office

Compensation & Benefits

• Competitive compensation and benefits
• Flexibility to manage personal and professional life