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Lavine, Lofgren, Morris & Engelberg, LLP

Trust and Estate Tax Manager

Lavine, Lofgren, Morris & Engelberg, LLP, San Diego, California, United States, 92189

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Trust and Estate Tax Manager

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Lavine, Lofgren, Morris & Engelberg, LLP Base pay range $100,000.00/yr - $150,000.00/yr Job Description

Manage and review of Gift, Estate and Trust tax returns Build new and existing client relationships and demonstrate knowledge of client industries Prepare internal memoranda, written correspondence/ guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities Manage tax planning for trust and individual income taxes Handle multiple engagements at one time and meet deadlines Produce deliverables that are clear, concise, thorough and of professional quality Provide guidance and feedback to staff and interns Provide technical training and participate in mentorship program Dedicated to meeting and exceeding the expectations and requirements of clients Seniority level

Entry level Employment type

Full-time Job function

Accounting/Auditing and Finance Industries

Accounting Locations: San Diego, CA

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