Tax Manager - T&E [Trust & Estate]

Overview

The organization is seeking a Tax Manager to join the Trust & Estate Tax team within its National Tax practice. This position is part of a hybrid organization; however, the role is remote, meaning job duties do not require performance within proximity to a company office. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

This role focuses on Trust & Estate work, with potential involvement in 1040/1041 work.

Responsibilities

• Review gift, estate, and fiduciary income tax returns for the T&E group
• Handle PCS Tax functions (personal, partnership, and S Corp tax returns)
• Review fiduciary accounting for trusts and estates
• Provide tax planning and consulting to high net worth clients for estate and individual income taxes
• Manage all aspects of client relationships
• Manage a team of professionals to complete engagements from start to finish

Requirements

• Bachelor’s degree in Accounting; Master’s in Tax is a plus
• CPA, LLM, or JD is preferred
• Minimum of 5 years of progressive tax experience with trusts and estates and with high net worth clients
• Minimum of 2 years of supervisory experience, preferably in a public accounting firm
• Strong tax research skills
• Ability to lead, manage, and develop staff in a highly interactive team environment
• Excellent communication and presentation skills (verbal and written)

Compensation & Benefits

In California, the salary range for a National Tax Manager is $125,000 to $175,000. Actual compensation within the range will depend on the individual’s skills, experience, qualifications, and location, and applicable employment laws. Salary is one component of the total rewards package, which includes:

• Discretionary performance bonus
• Generous paid time off
• Expanded and inclusive parental benefits
• Access to learning and development platforms

Location

• California (salary range provided for California)
• Remote role (remote employees may be required to attend office locations with scheduled notice for client work, team meetings, or trainings)

Equal Opportunity Statement

The organization is an equal opportunity employer committed to a diverse and inclusive team. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and no discrimination is made based on disability.