Estate/Trust Tax Manager

San Diego, California

Work Arrangement: Hybrid
2024-01-08

Estate/Trust Tax Manager (or Senior Manager) – Public Accounting – San Diego, CA!
Competitive salary AND job stability? This well-established public accounting firm is looking for a proven Estate/Trust Tax Manager with a knack for an entrepreneurial mindset and a fast track to Partner. We’re looking for reliable, devoted people who truly love Tax and working in a professional, family-oriented environment – apply below.
Who you are:

  • Bachelor's in Tax, Accounting, or similar field

  • 8+ years of progressive Tax experience with a focus in estates and trusts

  • Excellent communication and interpersonal skills to interact with board members and internal team members

What you’ll do:

  • Manage a team, portfolio of clients and be a resource for all related tax issues

  • Prepare and review tax returns for complex business entities, high-net-worth individuals, Gift, Estate, and Trusts

  • Manage and mentor staff

Why work here:

  • Work Life Balance: half day Fridays in the summer and more manageable busy seasons

  • Growth: opportunity to get to Partner quicker! (5 Partners are looking to retire in the next few years)

  • Competitive salary and excellent benefits! 4 weeks of PTO to start, 401K match, 80% of health insurance covered

 
What does this position pay?
Compensation is determined by several factors which may include skillset, experience level, and geographic location.
 
The expected range for this role is $120,000 to $185,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.
 
Please send your resume to Mi at mly@provenrecruiting.com if you want to make an impact at an exciting company.
 
Note: We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle, and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Apply now!

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