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

Overview

Tax Manager - Trusts & Estates

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

This role supports the Trusts & Estates practice, providing technical guidance and advisory support for complex fiduciary and private client tax matters.

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

• Base salary: $125,000-$175,000
• Bonus: discretionary bonus

Location

California / Remote (with occasional scheduled office attendance)