Tax Manager ( Estate & Trust )

Company Description Lachman & Associates is a boutique recruitment firm specializing in placing public accounting professionals with top CPA firms in Orange County and the Los Angeles area. With over 30 years of experience, the firm maintains strong relationships with hiring managers and partners, helping streamline the interview and hiring process at no cost to candidates. Lachman & Associates provides confidential consultations, handles salary and benefits negotiations, and offers guidance on market conditions and career options. The firm focuses on matching professionals with like‑minded teams and environments that support work/life balance and long‑term career growth. Role Description The Tax Manager (Estate & Trust) is a full‑time, hybrid role based in the Los Angeles Metropolitan Area, with a mix of in‑office and work‑from‑home flexibility. This role is responsible for managing and reviewing complex estate, gift, and trust tax returns, ensuring accurate and timely tax compliance. The Tax Manager will oversee tax planning engagements for high‑net‑worth individuals and families, identify tax‑saving opportunities, and provide strategic guidance on estate and trust structures. Daily responsibilities include supervising and mentoring tax staff, coordinating workflow and deadlines, and maintaining strong client relationships through clear communication and proactive service. The role also involves staying current with relevant tax laws and regulations, assisting with tax research, and supporting business development efforts as needed. Qualifications Proficiency in tax compliance and tax preparation for estates, trusts, and related individual returns. Strong knowledge of tax planning concepts for high‑net‑worth individuals, estates, and trusts. Solid understanding of federal and state tax law as it applies to estate, gift, and trust taxation. Broad experience in tax issues (e.g., multi‑state, fiduciary, and transfer taxes) relevant to estate and trust clients. Certified Public Accountant (CPA) license required or in active pursuit. Recent public accounting experience in tax, preferably with estate and trust specialization. Demonstrated leadership skills, including supervising, coaching, and developing junior team members. Excellent written and verbal communication, client service, and organizational skills. Ability to manage multiple priorities, meet deadlines, and work effectively in a hybrid environment. #J-18808-Ljbffr Lachman & Associates