Tax Manager - Trust and Estates

Position Overview

The Tax Manager - Trust and Estates will oversee the tax compliance and planning for a diverse portfolio of trust and estate clients. This role is critical in providing strategic tax guidance and ensuring adherence to applicable regulations while optimizing tax outcomes for clients.

Key Responsibilities

• Manage and oversee the preparation of federal and state tax returns for trusts and estates.
• Develop and implement effective tax strategies for high-net-worth clients and their families.
• Advise clients on estate planning and trust administration matters, ensuring compliance with tax laws and regulations.
• Review financial statements and reports to ensure accuracy in tax calculations and reporting.
• Build and maintain strong client relationships, providing exceptional client service and support.
• Stay updated on IRS regulations and changes in tax law to provide informed advice to clients.
• Collaborate with other professionals such as attorneys and financial advisors to provide integrated wealth management solutions.
  
  

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field; Master's degree or CPA preferred.
• Minimum of 5 years of experience in tax planning and compliance, specifically in trust and estate taxation.
• Strong understanding of estate planning, trust administration, and tax laws.
• Proficiency in financial reporting and accounting principles.
• Excellent analytical and problem-solving skills with a detail-oriented approach.
• Proven ability to manage multiple client engagements and deadlines effectively.
• Strong interpersonal and communication skills, with a commitment to building client relationships.
  
  

Benefits

Competitive Full Package:

• Lucrative Salary
• Vacation/PTO
• Full Benefits:
• Medical
• Dental
• Vision
• 401K/Profit Sharing
• Telecommute - Hybrid Schedule, 2 days max in the office - very flexible!
  

Email Your Resume In Word To

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:

kenny.greene@cybercoders.com

• Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : KG3-1877750 -- in the email subject line for your application to be considered.***
  
  

Kenny Greene - Lead Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.

This job was first posted by CyberCoders on 09/18/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.