What are the responsibilities and job description for the Trust and Estate Tax Manager 130k-150k position at Levelociti?
Hybrid Trust and Estate Tax Manager130k-150kAbout Our FirmWe are one of the largest local accounting firms in Orange County with over 50 years of experience. With 10 partners and approximately 100 team members, we're large enough to handle sophisticated work but small enough to maintain a collaborative culture.What makes us different: We're a lifestyle firm that genuinely practices work-life balance. Our 92% client satisfaction score reflects our commitment to excellence, and we give back 1% of gross revenues to local charities annually. Most importantly, we have the largest dedicated estate and trust tax department among local CPA firms.About the RoleWe're seeking an experienced Tax Manager to join our industry-leading Trust & Estate practice. You'll work with high-net-worth individuals and families on complex tax planning and compliance while managing client relationships and mentoring junior staff.Key ResponsibilitiesPrepare and review complex fiduciary income tax returns (Forms 1041, 1040, 706, 709)Provide tax planning and consulting for trusts, estates, and beneficiariesAdvise on estate and gift tax matters and wealth transfer strategiesCollaborate with estate planning attorneys and financial advisorsResearch complex tax issues and prepare technical memorandaManage multiple client engagements and supervise staffBuild and maintain strong client relationshipsQualificationsRequired:Bachelor's degree in Accounting, Finance, or related fieldCPA license (or actively pursuing)5-7 years of tax experience with significant trust and estate focusStrong technical knowledge of trust, estate, and wealth transfer taxationExcellent analytical, research, and communication skillsDemonstrated leadership capabilitiesPreferred:Master's degree in Taxation or LL.M. in TaxationExperience with ultra-high-net-worth clients and complex family structuresMulti-state fiduciary income tax knowledgeWhat We OfferWork-Life Balance – Our Core Philosophy:True hybrid schedule with multiple work-from-home days per weekManageable workloads year-round with appropriate staffingNo excessive overtime culture – sustainable careers, not burnoutTime for what matters – family, friends, and life outside workCareer & Compensation:Competitive salary and comprehensive benefits (health, dental, vision, 401(k) match)Work alongside the largest dedicated trust and estate tax team among local firmsClear advancement path to Senior Manager and beyondProfessional development and continuing education supportLocation: Irvine, CaliforniaHow to ApplyPlease submit your resume and cover letter to delano.williams@levelociti.comWe look forward to hearing from you!We are an equal opportunity employer and value diversity in our workforce.
Salary : $130,000 - $150,000
