Estate/Trust Tax Manager

San Diego, California

Work Arrangement: Hybrid

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 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!


Proven Recruiting