Trust AND Estate TAX Manager - Remote/Hybrid - San Diego Residents (Ht951571)

Our Boutique CPA firm client who specializes in working with privately held businesses, family offices, and high-net-worth individuals, is seeking a Trust and Estate Tax Manager to add to their staff. This job can be remote, hybrid or on-site but candidates must live close to the office.

A successful Trust & Estate Tax Manager can perform various accounting and financial reporting tasks for specific clients and make decisions on most accounting and tax matters. You will prepare individual, fiduciary, corporate, partnership, and non-profit returns with little supervision in this position. To be successful in this role, the ideal candidate will demonstrate Gift, Estate, and Trust Knowledge. Additionally, you will be responsible for reviewing tax returns prepared by others and assume responsibility for planning and supervising these engagements. Both management and technical knowledge are required for the review and evaluation process of staff accountants and interns.

The Trust & Estate Tax Manager’s proficiency in tax and accounting techniques, including knowledge of the reference sources available to the Firm, the ability to monitor budgets, communication within the Firm, and proactive and extensive client contact, are crucial to this position. Applying extensive knowledge of accounting principles and financial expertise to the daily decisions made when servicing clients’ accounts is critical to the Firm’s reputation as a high-quality service provider.

Requirements

• Bachelor or Masters in Accounting degree.
• CPA license REQUIRED

• Five to seven years of experience in public accounting with a heavy emphasis on preparing and reviewing trust, and estate tax returns, and gift tax returns.
• Proficiency in pertinent IRC sections and regulations.
• Demonstrated proficiency with professional accounting and tax software.
• Expertise in standard concepts, practices, and procedures in the Accounting field.
• Experience with Sure Prep, UltraTax, or GEMS is a plus!

Benefits

• Competitive Pay
• Flexible Schedule
• Generous Paid Time Off
• Casual Dress
• Beachfront community, picturesque office & the flexibility to work remotely
• Medical, Dental & Vision
• 401k retirement with employer matching
• Continuing education, license/dues, and tuition reimbursement programs
• Short-term/long-term disability and life insurance

THE BENEFITS & PERKS DON’T STOP THERE!

• a launching pad for your career that offers unhindered potential for professional growth
• challenging and thought provoking work with access to top professionals
• variety in your work
• opportunities to give back to the community
• fun team outings!

If you feel you have the necessary qualifications, please forward a copy of your resume and state what you are expecting for salary with this role.