Tax Manager Estate, Gift & Trust

Job Description

Job Description

Tax Manager – Estate, Gift & Trust

San Jose, CA (Hybrid Preferred) Many office locations throughout the region | Fully Remote Considered Anywhere in the U.S.
California-based candidates preferred, candidates with proper background encouraged to apply regardless of location.

A top national public accounting firm is actively seeking a Tax Manager with deep Estate, Gift & Trust expertise to join its growing Private Client / Private Wealth practice.

This is a high-impact opportunity for a tax professional who enjoys advising high-net-worth individuals, families, trusts, estates, and closely held entities , while also serving as a strategic leader to both clients and internal teams.

While the role is tied to the San Jose office , the firm offers strong flexibility. Hybrid is preferred , but they are open to a fully remote arrangement anywhere in the United States for the right individual , with California remaining the ideal market .

This opportunity offers the chance to step into a visible leadership seat within a nationally recognized platform known for strong resources, excellent client relationships, and real upward mobility.

What You’ll Be Doing

• Lead Estate, Gift & Trust tax compliance and consulting engagements
• Advise high-net-worth families and private clients on complex tax planning matters
• Review fiduciary, estate, gift, and individual tax returns
• Serve as a trusted advisor to clients on wealth transfer and succession strategies
• Manage multiple client engagements while ensuring deadlines and profitability goals are met
• Mentor, develop, and review the work of tax seniors and staff
• Partner closely with firm leadership on client growth and relationship expansion
• Identify planning opportunities across trust, estate, gift, and private wealth structures
• Build strong internal and external referral relationships

What Makes This Opportunity Stand Out

• Highly visible leadership-track Tax Manager role
• Access to sophisticated private wealth / trust & estate clients
• Hybrid San Jose platform with remote flexibility nationwide
• Strong preference for California market exposure
• National firm resources with entrepreneurial team feel
• Long-term path toward Senior Manager / Director / Partner
• Excellent work-life flexibility and autonomy

Ideal Background

• CPA, EA, or JD required
• 5+ years in public accounting tax
• Strong experience in Estate, Gift, Trust, and Private Wealth taxation
• Prior experience reviewing complex fiduciary and individual returns
• Leadership or supervisory experience mentoring staff
• Strong client-facing communication and advisory mindset
• Experience building relationships with attorneys, financial advisors, and family offices is a plus

Compensation

$130,000 – $173,000 base salary
Compensation can flex upward depending on experience, credentials, market, and location.
Comprehensive benefits package included.

Confidential inquiries encouraged.
If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.

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