Senior Tax Manager - Trusts, Estates, HNW | Remote & Salary up to $225k

Job Description

Job Description

Senior Tax Manager (Trust/Estate/Gift Team) - Top 100 Firm in the U.S.

Location: Remote (U.S-Based)

About Us: We are an established Top 100 Mid-Sized Regional Accounting & Advisory leader with 5+ locations and over 200+ employees in CA & across the U.S. We've been in business for almost 100 years and have recently been in growth mode nationwide as we're fully embracing the remote work model.

We're also known as a "Best Place to Work" by multiple sources and we encourage all of our employees to adopt our People-First mindset, which helps to foster a culture of collaboration and avoid the typical burnout you see in this industry.

Also, unlike many Mid-Sized Regional firms today, we have remained independent for over 50+ years and have no plans to change this or sell to PE at any point. Instead, we enjoy growing organically & are excited to continue growing our teams. Currently, we are looking to add a Senior Tax Manager to our Trust/Estate/HNW team. For this role, typically, you can expect about 25% of your time to be spent working with Estates & Gift and 65% Trusts & HNW individuals. You will also be overseeing a team and have hands-on client engagement opportunities.

Why Work with Us:

• ~25% of our Staff have been successfully working 100% remotely
• Strong Company Culture that promotes Work-Life Balance to avoid burnout
• Top 100 Accounting & Advisory Firm, independently in business for over 50+ years
• 4/5 Star Reviews on Glassdoor & Ranked "Best Place to Work" 2025, 2024, 2023

What We Are Looking For:

• Active CPA (will also consider EA)
• Minimum 8-10+ years of Public Accounting & Tax Exp.
• Must have strong knowledge of Trusts, Estates, Gift, and HNW/1040 returns
• Handling high level compliance, planning, and client engagement along with Supervising a Tax team

What We Can Offer:

• Competitive Salary Ranges ($175k-225k+)
• Strong Annual Bonus Structure based on merit/performance
• Full Health Benefits (Medical, Dental, Vision)
• 401k Match + Profit Sharing Plan
• Generous PTO & 10 Paid Holidays Off
• True Partner Track (or Director track if not interested in Partner)

What's Next?

If you enjoy working with Trusts, Estates, and Gift returns and want to join an established, built-out team that specializes in this space and can offer a true Partner track, please apply today or email your resume to View email address on us.fitly.work for immediate consideration.

To view additional roles we are recruiting for, please visit:  -search/