Trust & Estates Senior Tax Manager

Senior Tax Manager

Due to continuing growth, our team is seeking a Senior Tax Manager with a strong background in Estate & Trust work. In addition to the traditional roll‑up‑your‑sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm’s vision.

As a CPA for the Trust & Estate team, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals.

• Review and prepare complex Estate & Trust returns and court accountings
• Estate & Trust planning including analysis of estate and trust documents
• Lead firm’s consulting and advisory efforts in the region
• Work with and support the firm’s Director in leading and managing the local team
• Become a primary point of contact for new clients and clients from retiring partners
• Work with the firm’s executive team and Director to develop and execute the firm’s growth initiatives, product, and services offering, and operational strategies

• 8+ years of experience in public accounting, ideally with a strong background in the Estate & Trust field
• Bachelor’s degree required;
  Master’s degree preferred
• CPA or EA certification required
• Direct experience managing staff and client relationships
• Excellent communication and attention to management skills
• Proprietor mentality and work ethic
• Entrepreneurial mind with an interest in strategy and operations

• Market‑leading base compensation
• Commissions for new client growth
• Paid medical benefits and 401(k)
• Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees

Location:

San Francisco, CA
Salary: $‑$