Job Summary
A consulting firm needs applicants for an opening for a Remote Estate and Trust Tax Manager and Supervisor.
Core Responsibilities of this position include:
- Providing tax compliance and consulting services to our Estate, Gift, and Trust clients
- Developing and delivering innovative planning ideas that meet or exceed client expectations
- Overseeing complex tax research projects for a variety of Estate, Trust, and Gift issues
Position Requirements Include:
- Licensed CPA and / or attorney
- 5 or more years’ experience in public accounting or law firm practicing tax and estate planning and compliance
- BS/BA degree in Accounting, JD, or LLM
- Understanding of the concepts of Estate, Trust and Gift planning
- Be familiar with California community property laws
- Experience assisting clients with Trust Administration
