Senior Tax Manager - Estate and Trust

A bit about us :

We are dedicated to fostering a dynamic and supportive work environment where professionals can grow and thrive. Our team values collaboration, innovation, and a commitment to excellence in everything we do. We offer exciting opportunities for career development, continuous learning, and professional advancement. With a strong emphasis on work-life balance and a culture that prioritizes employee well-being, we strive to create an atmosphere where everyone feels valued and empowered. Whether you're an experienced professional or just starting your career, we provide the resources and support needed to help you succeed.

Why join us?

• Base Salary $95,000 - $150,000
• Bonus
• Hybrid
• Personal time off (PTO) ranging from 4 weeks per year to unlimited (based on title and tenure)
• Paid holidays
• 4 health insurance plan options
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• Dental, vision, and life insurance
• Short-term Long-term disability
• Paternal leave
• 401(k) plan participation with Firm contribution
• Paid continuing professional education (CPE), membership dues, and licenses
• Reimbursement for CPA exam-related expenses, including study material and registration
• Bonuses for new business, recruitment, and passing the CPA exam

Job Details

We're looking for a Senior Tax Manager with estate and trust experience to lead complex tax engagements, advise clients, and mentor teams.

What You'll Do :

Manage estate, trust, and high-net-worth individual tax engagements.

Advise clients on strategic tax planning and compliance for estates and trusts.

Develop and mentor staff-sharing expertise and fostering growth.

Serve as a key advisor, building long-term client relationships and identifying opportunities.

What You'll Bring :

8+ years of public accounting experience with a focus on estate and trust taxation.

CPA license.

Proven leadership and client advisory skills.

Strong technical knowledge in estate, trust, and individual tax planning.

If you're ready to lead in a specialized, high-impact role with growth opportunities, let's connect.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.