Tax Manager – Trusts & Estates / PCS; Remote/California

Overview

This role is a Tax Manager position within a specialist Trusts & Estates practice.

• Location: California / Remote
• Working arrangement: Remote, with occasional scheduled office attendance
• Employment: Full-time
• Compensation: $125,000-$175,000 base + discretionary bonus

Responsibilities

• Review complex fiduciary income, estate, and gift tax returns
• Oversee trust and estate accounting and related tax compliance
• Advise high-net-worth individuals and families on estate and income tax planning
• Support individual, partnership, and S corporation tax matters
• Manage client relationships and serve as a trusted technical adviser
• Supervise and mentor junior tax professionals
• Work closely with senior leadership on complex estate and trust matters

Requirements

• 5+ years of progressive tax experience, preferably within public accounting
• Significant experience in Estates & Trusts and high-net-worth taxation
• At least 2 years of supervisory or team leadership experience
• Strong technical tax research and client advisory capabilities
• Excellent communication and relationship management skills

Preferred Qualifications

• CPA, JD, or LL.M.

Compensation & Benefits

• $125,000-$175,000 base + discretionary bonus
• Remote working flexibility
• Exposure to sophisticated UHNW and private client engagements
• Opportunity to strengthen technical and advisory skills
• Direct collaboration with experienced national tax specialists
• Career development within an established specialist practice