Senior Tax Manager - Trusts and Estates
Regal Executive Search
Overview Senior Tax Manager - Trusts and Estates. Our firm is assisting a CPA Firm in the West LA area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior Manager position. Responsibilities Direct multiple engagements and oversee the delivery of tax services in the trusts and estates practice. Review fiduciary income tax returns for estates and trust accounts, including the decedent's final individual tax return; review trust fiduciary income tax returns and individual returns. Analyze estate planning documents (wills, codicils and trust instruments) to determine the proper tax treatment of assets and liabilities. Develop postmortem tax-saving strategies for estate accounts. Provide oversight and direction to a team of tax specialists. Qualifications CPA certification Recent Public Accounting experience Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting Minimum of five years’ experience in the preparation and review of fiduciary income tax returns; seven years or more preferred Experience with Partnerships and S Corporations preferred Prior client management experience Other Information Equal opportunity employer To apply, send resume in Word format with current salary for review and immediate interview. Related Jobs Controller — West Hollywood, CA CFO — La Palma, CA VP Accounting Advisory — Los Angeles, CA #J-18808-Ljbffr Regal Executive Search
$140k - $185k
...And Who We Serve: We offer Tax, Audit, Advisory, and Business Management services to our clients,... ...as Private Equity, Real Estate & Hospitality, Media & Entertainment... .... The Estate/Gift/Trust tax group is seeking a... ...supervising a team of seniors and staff accountants ~...SeniorWork experience placementWork at officeRemote work- A leading executive recruitment firm is seeking a Senior Tax Manager specializing in trusts and estates in Beverly Hills, CA. This role demands CPA certification and requires at least five years of experience in fiduciary income tax preparation. Key responsibilities include...Senior
$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...SeniorRemote jobImmediate start$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes,... ...researching current market trends to maintain credibility as a trusted advisor. Building client relationships and demonstrating...SeniorSeasonal workFlexible hours$132.7k - $303.2k
...and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our... ...in which financial institutions are trusted and flourish, and the global economy... ...of professionals providing dedicated tax technical services to both US and...SeniorWork experience placementSummer holidayFlexible hours- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects while managing teams and providing expert advisory services to clients within real estate and hospitality sectors. The ideal candidate will have 7-10 years of experience, a Bachelor...Senior
- ...prestigious law firm in Los Angeles, represented by a top recruitment agency, is seeking an experienced Trusts & Estates Paralegal. The successful candidate will manage a heavy caseload and be involved in estate planning, probate, and trust administration. Applicants...Senior
$250k - $300k
Jobot is seeking a Sr. Estate Planning Attorney in Los Angeles, California. This role involves managing various estate planning matters while delivering top-notch service... ...years of experience and a strong background in trust administration and probate law. This position...Senior$125k - $135k
A prestigious law firm in Century City, CA is looking for a Senior Trusts & Estates Paralegal. This full-time position offers competitive compensation ranging from $125,000 to $135,000 annually, with excellent benefits and a hybrid work schedule. The ideal candidate will...SeniorFull time- Oliver James is seeking a Tax Partner in Southern California, specifically in Irvine and Long Beach, with a focus on Estates, Gifts & Trusts. This leadership role emphasizes compliance engagements and managing client relationships while driving business development. The...Senior
$200k - $350k
Jobot, located in Encino, is seeking a Trust & Estate Shareholder to join their reputable firm. The position requires 7+ years of experience in trust and estate administration law and a valid California Bar admission. The role offers a competitive salary between $200,0...Senior- An established industry player is seeking a proactive Tax Manager to join their dynamic team in a hybrid work environment. In this role,... ...of complex tax returns for high-net-worth individuals and real estate clients. Your expertise will ensure compliance with federal...Senior
$250k - $300k
...leading law firm in Los Angeles seeks a highly experienced Senior Trusts and Estates Attorney to join its team. The role requires over 10 years of... ...advanced estate planning documents and providing strategic tax guidance. The salary range is between $250,000 and $300,000,...Senior- A leading accounting firm is seeking a Tax Senior Manager to provide comprehensive tax planning for high-net-worth individuals. This role involves reviewing legal documents, preparing tax returns, and enhancing client relationships. Ideal candidates will have over 7 years...SeniorRemote job
- A full-service accounting firm in Encino is searching for a Senior Tax Manager specializing in real estate. The candidate should possess 10+ years of public accounting experience and expertise in partnership tax matters. This role includes reviewing tax returns, managing...SeniorRemote job
- EY is seeking a Real Estate Tax Senior Manager in Los Angeles, California, to lead tax planning projects for a diverse client base. The role requires extensive knowledge in real estate tax and the ability to manage teams effectively. The successful candidate will be responsible...SeniorFlexible hours
- We Are Legal Revolution is seeking a senior-level Trusts and Estates attorney to support a sophisticated private client practice in Los Angeles. This... ...strong drafting and client counseling skills, who can manage matters independently. The firm offers a dedicated trusts...SeniorPrivate practice
$135k
Musick, Peeler & Garrett LLP is looking for an experienced Trust & Estates Paralegal to join their Los Angeles office. This full-time position offers a hybrid schedule after 45 days of employment, requiring a BA or BS degree and a Paralegal Certificate. The ideal candidate...SeniorFull timeWork at office$100k - $125k
Withers is looking for a skilled paralegal to join their Private Client & Tax team in Los Angeles. This role involves managing estate and trust administrations, drafting tax returns, and working on real estate matters. Ideal candidates have 3-7 years of experience, knowledge...Senior- Dormont Manufacturing Co in California is seeking a Tax Manager to oversee the preparation of clients' tax returns efficiently and accurately. This role demands excellent communication and supervisory skills, as well as significant tax knowledge and management capabilities...Senior
$175k - $300k
Are you a seasoned estate planning attorney with over 10 years of expertise... ...of experience practicing trusts and estates law. Proven... ...clients. Provide expert guidance on tax-efficient strategies,... ...skills in client relationship management, including leading face-to-face...SeniorWork at office$95k - $115k
Musick, Peeler & Garrett LLP in Los Angeles is seeking an experienced Trust & Estates Legal Assistant for a full-time position. This role supports Estate and Tax Planning, Trust Administration, and Probate matters, requiring excellent client interaction and organizational...SeniorFull time- ...international law firm, is looking for an experienced Estate & Trust Paralegal in Los Angeles. The ideal candidate will manage multiple priorities and collaborate closely with... ..., preparing asset inventories, and coordinating tax returns. A successful candidate will have 3+...Senior
- City National Bank is seeking a Trust Officer to administer estate and personal trust accounts. This role involves legal review and partnership across... ...to ensure compliance and maximize efficiency in managing trust relationships. The ideal candidate will have 8 years...Senior
$125k - $180k
...Events! Job Details We’re looking for an experienced Tax Manager or Tax Supervisor to join our growing team. In this role,... ...Manage and review complex individual, corporate, partnership, trust, and estate tax returns (Forms 1040, 1120, 1120S, 1065, 1041, 709)...SeniorWork at officeRemote workRelocation packageFlexible hours$115k - $185k
...Job Title: Senior Tax Manager, CPA Department: Tax Location: Remote or Hybrid Qualifications... ...corporate tax, pass‑through entities, estate and gift tax, investment advisory, and/... ..., partnership, gift and estate, trust, joint venture, and non‑corporate entity...SeniorRemote work$200k - $275k
Jobot is looking for an experienced attorney in Trusts and Estates to handle complex tax planning and estate administration in Los Angeles, California. The position offers a hybrid work environment with a base salary between $200k-$275k DOE plus bonuses and full benefits...SeniorRemote job- ...Corporate Tax Senior Manager As a Corporate Tax Senior Manager, you will be a key member of the Corporate Tax Solutions team, leading complex... ...end-to-end, supervise and mentor teams, and serve as a trusted advisor to clients across a variety of industries. This role...SeniorWork at officeLocal area
- ...Revolution, a confidential California law firm, seeks a senior-level Trusts and Estates attorney to support a sophisticated private client practice... ...documents and advising clients on estate matters while managing responsibilities with limited oversight. The ideal candidate...SeniorPrivate practiceWork at office
$130k - $200k
...and Sherman Oaks. The firm is focused on tax, assurance and accounting. Our mission is... ...to client services leverages us to be a trusted advisor to businesses, non-profits, and high... ...ideal candidate would be able to begin managing clients transitioned to them from Partners...SeniorWork at officeWeekend work2 days per week3 days per week
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