CPA - Senior Tax Specialist - Individual, Trust & Estate Taxation

Job Description

Job Description

Work Arrangement

• Preferred: Full-time, on-site or hybrid (San Mateo, CA office)
• Also Considered: Full-time remote for highly qualified candidates with exceptional experience

Key Responsibilities

• Prepare and review complex federal and multi-state tax returns for high-net-worth individuals, trusts, and estates.
• Develop comprehensive tax projections and provide strategic tax planning recommendations.
• Manage IRS examinations, tax notices, and other tax controversy matters from start to resolution.
• Build and maintain strong client relationships while providing proactive tax advisory services.
• Prepare and review corporate and pass-through entity tax returns as required.
• Partner with firm leadership on technical tax research and the resolution of complex tax issues.
• Ensure compliance with federal, state, and local tax regulations while maintaining high-quality standards.
• Mentor and support junior tax professionals as needed.

Required Qualifications

• Active CPA license preferred (EA candidates with significant relevant experience will also be considered).
• Minimum of 10 years of recent public accounting experience with an emphasis on individual, trust, and estate taxation.
• Extensive experience preparing and reviewing complex tax returns for high-net-worth individuals and sophisticated trust and estate entities.
• Strong knowledge of federal and state income tax laws and regulations.
• Excellent analytical, research, and problem-solving skills with exceptional attention to detail.
• Outstanding communication and client relationship management abilities.
• Ability to work independently while collaborating effectively within a team environment.
• Proven ability to manage multiple priorities and consistently meet deadlines in a fast-paced public accounting setting.

Preferred Qualifications

• Experience using CCH Axcess Tax or similar professional tax software.
• Prior experience with tax planning, wealth preservation strategies, and client advisory services.
• Experience supervising or mentoring tax staff.

Compensation & Benefits

• Competitive salary based on experience and qualifications.
• Comprehensive health insurance and retirement benefits.
• Collaborative and supportive team culture.
• Opportunity to work with sophisticated high-net-worth clients and complex tax engagements.
• Long-term career growth and professional development opportunities