Tax Manager - Estate, Gift & Trust

Solid Rock Recruiting LLC

San Jose, CA

Job Description
Job Description
Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential)
A top national CPA advisory firm is seeking a Tax Manager with a specialized focus in Estate, Gift & Trust taxation to join their growing Private Wealth practice.
This is a high-impact, client-facing role working with high-net-worth individuals, families, and closely held entities—providing both compliance and strategic advisory across complex wealth structures.
If you enjoy working in fiduciary tax, estate planning, and trust structures and want to move into a more visible, advisory-driven position, this is a standout opportunity.
Location & Flexibility
Open to candidates within ~150 miles of the Bay Area
Multiple Northern California office locations
Hybrid flexibility as the standard
Fully remote considered for top-tier estate/trust professionals
What You’ll Be Doing
Lead and review estate, gift, and trust (fiduciary – 1041) tax engagements
Provide tax planning and advisory services to high-net-worth individuals and families
Advise on estate structures, wealth transfer strategies, and trust planning
Review and analyze complex financial and tax reporting with clients
Serve as a trusted advisor on both compliance and long-term planning
Manage client relationships and act as a primary point of contact
Mentor and develop staff working within the private wealth practice
Drive efficiencies and improvements across engagement processes
Stay current on evolving estate, gift, and fiduciary tax regulations
What They’re Looking For
CPA or JD required
5+ years of public accounting experience
Direct experience with estate, gift, and trust taxation (REQUIRED)
Experience working with high-net-worth / private wealth clients strongly preferred
2+ years of leadership, mentoring, or supervisory experience
Strong client-facing, advisory, and communication skills
Ability to manage multiple complex engagements
Why This Opportunity Stands Out
Top national firm with a strong and growing Private Wealth practice
Opportunity to focus deeply in estate, gift, and trust work (not diluted with general tax)
Advisory-driven role with meaningful client interaction
High visibility with firm leadership and influence on engagements
Flexible work environment with autonomy over schedule
Clear path to Senior Manager / leadership roles
Collaborative culture with a strong emphasis on work-life balance
Interested or Curious?
Even if you’re not actively looking, this is worth a quick conversation—especially if you’re currently doing trust/estate work and want more flexibility or visibility .
All inquiries are 100% confidential .
Joey Wieger
Director of Recruiting
View phone number on us.fitly.work
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Vacancy posted a month ago

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