Tax Manager
Confidential
•
California
Company
Confidential
Location
California
Type
Full Time
Job Description
This reputable CPA firm in the San Francisco Bay Area is seeking a Trust & Estates Tax Manager to join our team. The Trust & Estates Tax Manager will be responsible for managing a team of tax professionals in providing comprehensive tax services to high-net-worth individuals, trusts, and estates. The ideal candidate will have extensive experience in trust and estate taxation and be able to provide expert tax advice to clients.
Key Responsibilities:
• Manage and review trust, estate, and gift tax returns (Forms 1041, 706, 709, and related filings) for accuracy and compliance with applicable tax laws
• Manage the day-to-day operations of the Trust & Estates Tax practice, including client engagements, personnel, and workflow
• Review and oversee the preparation of tax returns for high-net-worth individuals, trusts, and estates
• Provide expert tax advice to clients regarding trust and estate taxation, wealth transfer planning, and philanthropic planning
• Develop and maintain strong client relationships and identify opportunities for additional services
• Manage and mentor a team of tax professionals, providing guidance and support to ensure professional development and growth
• Stay current with changes in tax laws and regulations and communicate relevant updates to clients and team members
• Contribute to the growth and development of the firm through business development activities, including networking, proposal writing, and participation in industry events and conferences
Qualifications:
• Bachelor's degree in Accounting or related field; Master's degree in Taxation preferred
• CPA required
• Minimum of 6 years of experience
• Prior experience managing a team of tax professionals
• Strong knowledge of tax laws and regulations related to trusts and estates
• Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships
• Proven ability to manage multiple engagements and deadlines in a fast-paced environment
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
Salary range:Compensation range for Greater Bay Area – $170,000 – $190,000.
This is the typical range of pay for the position; however, actual pay may vary based on experience and location.
Job Type: Full-time
Pay: $170,000.00 - $190,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid sick time
• Profit sharing
• Vision insurance
• Work from home
Work Location: Remote
Apply Now
Back to Job Listings
❤️Add To Job List
Company Info
View Company Reviews
Date Posted
08/08/2025
Views
0
Neutral
Subjectivity Score: 0
Similar Jobs
Travel Float Registered Nurse (ICU/Telemetry) - $2,505 per week - Anders Group
Views in the last 30 days - 0
View DetailsTravel Labor and Delivery Registered Nurse - $2,362 per week - Care Career
Views in the last 30 days - 0
View DetailsTravel Skilled Nursing Facility (SNF) Speech Language Pathologist - $2,300-2,500 per week - Critical Connection, inc
Views in the last 30 days - 0
View Details