California Licensed Tax Manager

Job Summary

A company is looking for a Tax Manager specializing in Gift, Trust, & Estate Tax, with remote eligibility.

Key Responsibilities

• Review gift, estate, and fiduciary tax returns
• Coach and mentor staff while ensuring timely completion of tax returns
• Manage client relationships and participate in business development activities

Required Qualifications

• Bachelor's degree in Accounting and an active CPA license or Enrolled Agent (EA) certification
• 5 or more years of experience in public accounting tax work, specifically with gift, trust, and estate tax returns
• Expertise in transfer tax and estate planning
• Experience with flow-through entities and private foundations
• Must be authorized to work in the United States without visa sponsorship