We are a midsize CPA firm Orange County with about 80 employees and growing. We are a full service firm that offers tax, accounting, audit, business consulting, wealth management, and fiduciary consulting services. We have a hybrid to loose remote model and are growing into a top regional firm in the So Cal area. We pride ourselves with providing a strong work life balance both in and outside of busy seasons. We offer full benefits with partial coverage of the medical and dental insurance premiums. We also look to invest in our employees to grow their skillsets in different industries and continue to promote growth and get them on a path to management.
We are looking for experienced tax managers that have had an extensive background in gift, trust, and estate tax. This role will be focused on clients with trust and estate returns along with there individual and business taxes.
What you need
- 5+ Years of Public Accounting
Fiduciary Law Firm Tax exp. accepted
Active CPA or JD / LLMStrong knowledge of federal and state fiduciary income tax, estate tax, and gift taxStrong HNWI, Partnership, s-corp experience also
Proficiency with tax software (e.g., CCH Axcess, GoSystem, or similar)Familiarity with estate planning strategies and wealth transfer techniquesExcellent communication and client service skillsStrong attention to detail and organizational abilitiesAbility to manage multiple engagements and deadlinesWhat you will be doing
Serve as the primary point of contact for high-net-worth individuals, families, and fiduciariesBuild and maintain trusted client relationshipsReview and prepare complex trust, estate, and gift tax returns (Forms 1041, 706, 709)Review and prepare indiviudal and pass-through returns (Forms 1040, 1065, 1120s, 1120)
Advise clients on estate planning, charitable giving, and wealth transfer strategiesResearch and interpret tax laws and regulations related to trusts and estatesProvide guidance on tax implications of estate administration and fiduciary responsibilitiesSupervise and mentor junior staff and seniorsReview workpapers and ensure quality control across engagementsBenefits
Base Salary : $120,000 - $170,000
Medical, Dental, and Vision InsuranceGroup Term Life InsuranceRemote FlexibilityFlex HoursMinimum 3 Weeks Starting PTOCompany HolidaysCareer growthParticipation in our retirement planReasonable overtime to support a work-life balance