California Licensed Tax Manager

Job Summary

To support high net worth clients, the full-time California Licensed Tax Manager will provide estate planning and tax consulting services, manage client relationships, and conduct technical research, with the flexibility to work remotely or in a hybrid environment.

Key responsibilities

• Advise on estate planning processes and create tax-efficient plans based on cash flow projections and business succession
• Interpret legal documents related to estate and business succession planning while providing tax planning services
• Manage client relationships and assist in business development and marketing efforts

Required qualifications

• Bachelor's degree in Accounting and an active CPA license, Enrolled Agent license, or JD/LLM (taxation)
• 4-8 years of experience in tax planning and estate planning within public accounting or law firms
• Proven ability to lead large estate/gift/GST tax planning engagements
• Excellent communication skills, both verbal and written, for client interactions and presentations
• Experience in business development and networking