ZipRecruiter
Estate & Trust Tax Manager (REMOTE/HYBRID)
ZipRecruiter, San Francisco, California, United States, 94199
Hiring:
Estate & Trust Tax Manager Location:
California (Remote or Hybrid) Work Schedule:
Remote or Hybrid — Must reside in California Credential Requirement:
Active CPA License Specialization:
Estate & Trust Taxation About the Opportunity
We are seeking a highly skilled and motivated
Estate & Trust Tax Manager
to join our growing and dynamic team. This is a unique opportunity to take the lead in a specialized tax practice, delivering sophisticated solutions for high-net-worth clients, fiduciaries, and estate planners. If you thrive in a collaborative and forward-thinking environment and have a passion for trust and estate taxation, we want to hear from you. Qualifications
An active California CPA license is required Bachelor’s degree in Accounting or related field; Master’s in Taxation Minimum 6 years of experience in public accounting with a focus on Estate & Trust tax compliance and consulting Strong technical expertise in Form 1041, 706, 709, and estate planning strategies Demonstrated leadership experience with the ability to mentor and develop staff Proficient in tax software platforms and comfortable navigating technology-driven solutions Excellent written and verbal communication skills with the ability to interface directly with clients and professional advisors Proven ability to manage multiple priorities and deliver high-quality work in a deadline-driven environment Key Responsibilities
Lead and manage the preparation and review of complex fiduciary, estate, and gift tax returns Provide strategic tax planning and advisory services to high-net-worth individuals, fiduciaries, and family offices Partner with attorneys, financial advisors, and clients to structure tax-efficient estate plans Supervise, coach, and develop junior staff and senior associates within the tax team Serve as a technical resource for estate and trust matters, keeping the team informed on new legislation and tax law changes Manage client engagements, including scheduling, budgeting, and billing Contribute to the growth of the practice through thought leadership, business development, and client relationship management Compensation & Benefits
Salary Range (California): $130,000 – $180,000 (DOE) Annual performance bonus opportunities Comprehensive health, dental, and vision insurance 401(k) with employer matching Generous PTO and paid holidays Continuing education and CPA/license renewal support Flexible remote or hybrid work environment
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Estate & Trust Tax Manager Location:
California (Remote or Hybrid) Work Schedule:
Remote or Hybrid — Must reside in California Credential Requirement:
Active CPA License Specialization:
Estate & Trust Taxation About the Opportunity
We are seeking a highly skilled and motivated
Estate & Trust Tax Manager
to join our growing and dynamic team. This is a unique opportunity to take the lead in a specialized tax practice, delivering sophisticated solutions for high-net-worth clients, fiduciaries, and estate planners. If you thrive in a collaborative and forward-thinking environment and have a passion for trust and estate taxation, we want to hear from you. Qualifications
An active California CPA license is required Bachelor’s degree in Accounting or related field; Master’s in Taxation Minimum 6 years of experience in public accounting with a focus on Estate & Trust tax compliance and consulting Strong technical expertise in Form 1041, 706, 709, and estate planning strategies Demonstrated leadership experience with the ability to mentor and develop staff Proficient in tax software platforms and comfortable navigating technology-driven solutions Excellent written and verbal communication skills with the ability to interface directly with clients and professional advisors Proven ability to manage multiple priorities and deliver high-quality work in a deadline-driven environment Key Responsibilities
Lead and manage the preparation and review of complex fiduciary, estate, and gift tax returns Provide strategic tax planning and advisory services to high-net-worth individuals, fiduciaries, and family offices Partner with attorneys, financial advisors, and clients to structure tax-efficient estate plans Supervise, coach, and develop junior staff and senior associates within the tax team Serve as a technical resource for estate and trust matters, keeping the team informed on new legislation and tax law changes Manage client engagements, including scheduling, budgeting, and billing Contribute to the growth of the practice through thought leadership, business development, and client relationship management Compensation & Benefits
Salary Range (California): $130,000 – $180,000 (DOE) Annual performance bonus opportunities Comprehensive health, dental, and vision insurance 401(k) with employer matching Generous PTO and paid holidays Continuing education and CPA/license renewal support Flexible remote or hybrid work environment
#J-18808-Ljbffr