Hybrid Tax Manager- Trusts and Estates

A bit about us:

We are a top ranked global Certified Public Accounting firm that provides a full range of auditing, accounting, tax and management advisory services. .

Why join us?

• Career growth
• 50 hour busy season
• Flexible mostly remote schedule
• Work life balance

Job Details

Responsibilities:

• Serve as the primary liaison for a broad portfolio of clients, overseeing comprehensive tax compliance and strategic advisory services.
• Lead the onboarding process for new clients, delivering consultative guidance on entity selection, owner compensation strategies, deduction optimization, and regulatory compliance.
• Conduct in-depth reviews of tax filings across multiple entity types, including S Corporations (1120-S), C Corporations (1120), Partnerships (1065), Individual returns (1040), and trusts and estates.
• Analyze and refine accounting records prior to tax engagement, including reconciliation of accounts, posting of adjusting entries, and trial balance preparation.
• Perform targeted tax research and provide analytical insights on complex issues in collaboration with firm leadership.
• Develop and implement tailored tax strategies, projections, and planning initiatives for both business entities and individual clients.

Qualifications:

• 5+ years experience in trusts and estates
• Bachelors in Accounting
• Masters in Accounting or Taxation
• CPA preferred

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.