Tax Manager - Trust & Estate Focused

Job Description

Job Description

Tax Manager - Trust & Estate Focused

Position: Tax Manager - Trust & Estate Focused
In office Requirement: 2-3 days a week - potentially less
Location: Irvine, CA
Requirements: 5+ years in public accounting - Strong Trust & Estate exp. 
Base Salary: $120,000-$170,000 a year

We are a midsize CPA firm Orange County with about 80 employees and growing. We are a full service firm that offers tax, accounting, audit, business consulting, wealth management, and fiduciary consulting services. We have a hybrid to loose remote model and are growing into a top regional firm in the So Cal area. We pride ourselves with providing a strong work life balance both in and outside of busy seasons. We offer full benefits with partial coverage of the medical and dental insurance premiums. We also look to invest in our employees to grow their skillsets in different industries and continue to promote growth and get them on a path to management. 

We are looking for experienced tax managers that have had an extensive background in gift, trust, and estate tax. This role will be focused on clients with trust and estate returns along with there individual and business taxes. 

What you need

• 5+ Years of Public Accounting 
• Expert in Trust & Estate Taxation
• Active CPA or JD/LLM
• Strong knowledge of federal and state fiduciary income tax, estate tax, and gift tax
  • Strong HNWI, Partnership, s-corp experience also
• Proficiency with tax software (e.g., CCH Axcess, GoSystem, or similar)
• Familiarity with estate planning strategies and wealth transfer techniques
• Excellent communication and client service skills
• Strong attention to detail and organizational abilities
• Ability to manage multiple engagements and deadlines

What you will be doing

• Serve as the primary point of contact for high-net-worth individuals, families, and fiduciaries
• Build and maintain trusted client relationships
• Review and prepare complex trust, estate, and gift tax returns (Forms 1041, 706, 709)
  • Review and prepare indiviudal and pass-through returns (Forms 1040, 1065, 1120s, 1120)
• Advise clients on estate planning, charitable giving, and wealth transfer strategies
• Research and interpret tax laws and regulations related to trusts and estates
• Provide guidance on tax implications of estate administration and fiduciary responsibilities
• Supervise and mentor junior staff and seniors
• Review workpapers and ensure quality control across engagements

 

Benefits

Base Salary: $120,000 - $170,000

• Medical, Dental, and Vision Insurance
• Group Term Life Insurance
• Remote Flexibility
• Flex Hours
• Minimum 3 Weeks Starting PTO
• Company Holidays
• Career growth
• Participation in our retirement plan
• Reasonable overtime to support a work-life balance

- 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 04/20/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth 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. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth 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. Everforth 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 View email address on us.fitly.work to make arrangements.

Salary

$120000 - $170000 USD per year