Tax Manager

Tax Manager / Senior Manager / Principal – Trust & Estate Tax

Location: Irvine, CA (In-Office)

Compensation: $150,000 – $220,000 Base Salary Bonus Profit Sharing

Benefits: Fully Paid Medical Benefits, 401(k), Continuing Education, Meals,

About the Firm

We are an established and growing 80-person CPA firm with a strong reputation for serving high-net-worth individuals, complex trusts, estates, and closely held businesses. Our culture is highly collaborative, merit-based, and team-oriented, with a strong emphasis on family, mentorship, sports, and long-term career growth. Any experience in Trust/Estate returns is welcomed.

We believe in rewarding performance, promoting from within, and creating an environment where talented professionals can build lasting careers while maintaining a healthy and balanced lifestyle.

The Opportunity

We are seeking an experienced Tax professional with knowledge in Trust & Estate Tax to join our Irvine office. This individual will play a key role in managing complex client relationships, reviewing sophisticated tax engagements, mentoring staff, and helping continue the growth of our trust and estate practice.

This is an excellent opportunity for someone who enjoys working with complex fiduciary structures, high-net-worth families, and estate planning strategies within a collaborative, entrepreneurial environment.

Key Responsibilities

• Experience preparing and reviewing complex:
• 1041 Trust & Estate Returns
• 990 Returns
• 706 & 709 Estate/Gift Tax Returns
• Manage high-net-worth trust and estate client relationships
• Research and resolve complex fiduciary and estate tax matters
• Coordinate with attorneys, financial advisors, family offices, and internal tax teams
• Review workpapers and provide mentorship to staff and seniors
• Assist with tax planning strategies for trusts, estates, and multi-generational wealth structures
• Participate in practice development and leadership initiatives depending on experience level
• Ensure projects are completed accurately and within deadlines

Qualifications

• CPA required
• 6 years of public accounting tax experience
• Strong experience with fiduciary, estate, and gift taxation
• Knowledge of:
• 1041s
• 990s
• 706/709 filings
• Experience reviewing returns and managing engagements
• Strong communication and client management skills
• Desire to work in a collaborative, long-term, relationship-driven environment

Compensation & Benefits

• Base Salary: $150,000 – $220,000
• Performance Bonus
• Profit Sharing
• 401(k) Program
• Fully Paid Employee Benefits
• Continuing Education & Professional Development
• Team Meals & Events
• Merit-Based Advancement
• Strong Long-Term Partnership Track Potential

Culture

Our team prides itself on maintaining a positive, supportive, and high-performing environment. We value hard work, accountability, mentorship, family, sports, and building meaningful long-term relationships both internally and with our clients.

This is a unique opportunity to join a respected firm with sophisticated work, excellent compensation, and a culture that genuinely values its people.