California Licensed Tax Manager

Job Summary

Leading a team of tax professionals, the full-time California Licensed Tax Manager will oversee a diverse portfolio of high net worth individual tax engagements, ensuring timely completion of tax returns and providing strategic tax planning advice, all while working remotely.

Key Responsibilities

• Manage and review complex tax returns, including individual, gift, estate, and trust filings
• Provide innovative tax planning solutions and stay current on tax legislation to guide clients effectively
• Develop and mentor junior team members while fostering strong client relationships and identifying business development opportunities

Required Qualifications

• Bachelor's degree in accounting or a related field
• CPA or EA license is required
• 7-8+ years of experience in preparing and reviewing tax returns
• Experience in gift and estate planning involving trusts
• Master's degree in accounting, tax, or a related field is preferred