Tax Supervisor & Tax Manager

Tax Supervisor or Manager (Estates & Trusts)

Location:

Irvine, CA | Salary: $110,000 - $150,000

Tax Supervisor or Manager for their Estates and Trusts group. Position will be determined based on your qualifications and experience. Please note on your resume which position you are applying for and the approximate number of trust, gift and estate tax returns you have worked on in the last year.

• Prepare/review complex individual, trust, gift, estate and non-profit returns
• Prepare/review year‑end tax projections
• Demonstrates strong organizational skills, including the ability to meet all deadlines and commitments.
• Train and mentor tax staff
• Preparation of client billing
• Perform tax research
• Attend team and client meetings in person as needed
• Manage client contact

• 4 or more years of experience in public accounting preparing/reviewing individual, trust and gift tax returns
• BA/BS degree in accounting or related field
• CPA, EA or JD license
• Strong sense of ownership for delivering high-quality service and excellent customer service, team‑building and time‑management skills.
• Clear, concise, professional and thorough verbal and written communication skills.
• Technical competencies must include experience with Microsoft Office specifically Word and Excel.
• Experience with CCH Axcess, a plus.
• Able to work independently from home but can work in the office everyday if you choose.

Mid‑Senior level

Full‑time

Management

Accounting

Medical insurance
Vision insurance
401(k)