Fully Tax Manager

Brea, California

Jobot
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Fully Remote Opportunity. to join one of the best mid-szie CPA firms in the nation Fully remote, competitive compensation and great perks / benefits.

This Jobot Job is hosted by: Travis Poley
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $130,000 - $160,000 per year

A bit about us:

Offering Fully Remote, we are a TOP 100 Accounting firm. We are expanding our Trust and Estate division and looking for a Tax Managers to join our Award-Winning Team. We believe that providing quality service to our high profile clients starts by providing a great work-life to our employees. We provide our employees with a good quality of life by providing top salaries and flexible work hours.

If you are interested in joining a Top 100 accounting firm with High Salaries, Work/Life Balance, and a clear Partner Track, keep reading

Why join us?

Do you want to help Enterprise companies without sacrificing an arm and a leg to make partner? We can help you do that.
  • $130,000-$170,000. Depending on experience
  • Extremely Competitive Benefits Package
  • 10% Annual Bonus's
  • 10% + year over year raises
  • Accelerated Career Growth.
  • 5+ weeks PTO + All federal Holidays - summer Fridays & more.


Job Details

We are in search of a dedicated and experienced Senior Tax Manager specializing in Trusts and Estates for a fully remote position. The successful candidate will be responsible for providing tax planning services and strategies for our high net worth clients. This role requires a deep understanding of trust and estate tax laws, strong analytical skills, and the ability to work in a fast-paced, dynamic environment. In addition, the candidate will be responsible for managing and mentoring a team of junior tax professionals. This is an excellent opportunity for a seasoned tax professional to showcase their expertise in a fully remote setting.

Responsibilities:
1. Provide tax planning and consulting to our high net worth clients for estate, trust, and individual taxes.
2. Conduct research on complex tax issues to identify solutions and provide guidance to clients.
3. Manage and develop a team of junior tax professionals, providing mentorship and fostering a positive learning environment.
4. Review tax returns and quarterly/yearly tax projections.
5. Manage and maintain relationships with clients, ensuring their tax planning needs are met and exceeded.
6. Keep up-to-date with changes in tax legislation and communicate the potential impact to clients.
7. Collaborate with a team of financial advisors and attorneys to provide comprehensive financial solutions to clients.

Qualifications:
1. Bachelor's degree in Accounting or Finance. A Master's degree in Taxation is preferred.
2. Certified Public Accountant (CPA) certification is required.
3. A minimum of 5 years of experience in a tax manager or public accountant role, with a focus on trust and estate taxation.
4. Proficiency in tax software and technology tools.
5. Strong understanding of federal and state fiduciary tax laws.
6. Exceptional leadership skills with experience in managing and developing a team.
7. Excellent communication and interpersonal skills, with the ability to explain complex tax issues in a clear and concise manner.
8. Proven ability to manage multiple projects, prioritize tasks, and meet deadlines.
9. Self-motivated and detail-oriented, with a strong focus on providing high-quality client service.
10. Experience in a fully remote work environment is a plus.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Date Posted: 29 April 2025
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