Job Description
Senior Tax Manager We've been engaged by our client find a Senior Tax Manager that can focus on trust & estate. They estimate that trust & estate work will be 60% of the work, with general tax work (S-Corp, Partnership) the remainder. The firm is a well-respected, full-service CPA firm established in 1950, serving high-net-worth individuals and families and companies across Southern California. They have 50+ employees. 100% Remote position. Overview You will manage complex trust, estate, and gift tax compliance and planning engagements while mentoring staff and building client relationships. Key Responsibilities Review complex estate, gift, and fiduciary tax returns (Forms 706, 709, 1041) Deliver sophisticated estate and gift tax planning strategies for high-net-worth clients Provide proactive tax consulting on wealth transfer, succession, and multi-state compliance Manage client relationships as the primary trusted advisor Review staff work and support their professional development Participate in practice development and business growth initiatives Qualifications Active CPA license required 7+ years of public accounting experience with a focus on trust, estate, and gift taxation Technical expertise in estate, gift, and fiduciary income tax matters Excellent client service, communication, and project management skills Experience with CCH Axcess a plus What We Offer Competitive salary + performance bonus Comprehensive benefits package Generous PTO and strong work/life balance Professional development support Opportunity to grow a specialized practice within a stable, established firm If you’re a technically strong, client-focused tax professional passionate about estate planning, we’d love to connect.