Tax Manager - Estate, Gift & Trust
Solid Rock Recruiting LLC
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
- 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
- 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
- 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
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
View email address on us.fitly.work
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Tax Manager - Estate, Gift & Trust in San Francisco, CA vacancy
$110k - $210k
...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax... ...as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work alongside...SuggestedFull timeWork at officeLocal areaRemote workWithum Smith+Brown
San Francisco, CA2 days ago$173k - $231.87k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients... ...Baker Tilly (BT) as a Tax Senior Manager focused on Real Estate for the San Francisco area! This is a... ...you serveYou can see yourself as a trusted business advisor, working face-to-face...SuggestedFull timeLocal areaWorldwideBaker Tilly
San Francisco, CA2 days ago$173k - $231.87k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...joining Baker Tilly (BT) as a Tax Senior Manager focused on Real Estate for the San Francisco area! This is a... ...serve You can see yourself as a trusted business advisor, working face-to-face...SuggestedLocal areaWorldwideBaker Tilly
San Francisco, CA3 days ago- ...Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...along with us? Join Baker Tilly as a Tax Manager with our Real Estate group, working from NorCal and focusing... ...you serve You can see yourself as a trusted business advisor, working face-to-face...SuggestedLocal areaWorldwide
Baker Tilly
San Francisco, CA1 day ago - Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services... ...individual returns, which may include estates, trusts and charitable entitiesManages client engagements... ...related to personal income, estate and gift tax and wealth retention strategies, as...SuggestedWork at office
BDO International
San Francisco, CA3 days ago $133.1k - $295.67k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...multinational global private equity real estate investments, including with respect to... ...serviceOversee engagement process and other risk management activities; lead teams of tax...Local areaKPMG
San Francisco, CA3 days ago- ...Tax Senior Manager Work location: San Francisco, CA. Hybrid schedule will be considered. Responsibilities:... ...Federal and multi-state tax returns for individuals, trusts, estates, and pass-through entities Review gift tax returns Review quarterly and year-end tax...Work at office
Spartan Placements LLC
San Francisco, CA4 days ago $190k - $220k
...About the job Senior Tax Manager A sophisticated tax, accounting... ...in family offices and real estate private equity sponsors ,... ...individuals, multi-generational trusts and estates, private... ...corporation, trust, individual, gift, and private foundation returns...Work at officeLocal areaRemote workFlexible hoursTalnt LLC
San Francisco, CA1 day ago- ...Large consulting firm is seeking a Tax Manager in the Private Wealth Tax practice, where... ...partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare... ...reviewing partnership and/or trust documents Experience managing projects...Private practiceWork at office2 days per week3 days per week
Ledger Executive Search
San Francisco, CA2 days ago - ...currently seeking a to join our Business Tax Services practice. Responsibilities:... ...multinational global private equity real estate investments, including with respect to strategic... ...engagement process and other risk management activities; lead teams of tax professionals...Local area
KPMG
San Francisco, CA4 days ago $135k - $230k
...Plus!Job Description:Withum’s Tax Services Group is made up of... ...Client services. This Tax Senior Manager role will be based out of one... ...worth individual, fiduciary, gift and estate and other tax returns,... ...tech executivesServing as a trusted advisor, managing client relationships...Full timeLocal areaWithum Smith+Brown
San Francisco, CA2 days ago$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families... ..., including complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a...Work at officeLocal areaDeloitte
San Francisco, CA2 days ago$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...Work experience placementSummer holidayFlexible hours$147.4k - $336.8k
...Key Responsibilities There isn’t an average day for a Real Estate Tax Senior Manager - you’ll spend your time on a variety of tax planning projects... ...current market trends to maintain credibility as a trusted advisor. Building client relationships and demonstrating deep...Work at officeFlexible hours- ...the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We... ...of hedge fund K-1 treatment, with strong understanding of trusts, estates, gifts, and charitable entities, and ensure consistent application...Full timeTemporary workPrivate practiceWork at officeLocal areaRemote work
EisnerAmper
San Francisco, CA4 days ago $112k - $150k
...well as other people with complicated tax and financial structures. The Private... ...is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable... ..., and life insurance planning.A Tax Manager, Private Client Services is responsible...Private practiceWork at officeBDO International
San Francisco, CA1 day ago$91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,... ...factors thoughtfully to establish a secure and trusted workplace for all.Applications will be...Full timeH1bRemote workPwC
San Francisco, CA3 days ago$124k - $335k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...the team focus on key issues like wealth management, compliance, cash flow management, equity... ...teams, clients and stakeholders to build trust.Uphold the firm's code of ethics and business...Full timeH1bPwC
San Francisco, CA1 day ago$150k - $250k
...autonomy to reach your goals. EisnerAmper is seeking a Senior Manager to join our State and Local Tax (SALT) practice. We are seeking someone who thrives in... ...firm, EisnerAmper’s Tax Group does not only provide trusted and innovative tax solutions to its clients, but it...Full timeLocal areaEisnerAmper
San Francisco, CA3 days ago$99k - $266k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...leveraging team member’s unique strengths, and managing performance to deliver on client... ...and budgets- Supervising teams to foster trust and innovation- Coaching staff with meaningful...Full timeContract workH1bPwC
San Francisco, CA1 day ago$95k - $160k
...in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...-net-worth individual, fiduciary, gift and estate and other tax returns, ensuring accuracy... ...and tech executivesServing as a trusted advisor, managing client relationships through proactive...Full timeLocal areaWithum Smith+Brown
San Francisco, CA2 days ago$135k - $200k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...International and Private Client services. As a Tax Manager based out of our San Diego or San... ...ll spend your time: Reviewing individual, trust, partnership and corporate tax returns prepares...Full timeWork at officeLocal areaWithum Smith+Brown
San Francisco, CA2 days ago- ...Corporate Tax Manager At Grant Thornton, we believe in making business more personal and building trust into every result – for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more...Full timeSeasonal workWork at officeLocal areaFlexible hours3 days per week
Grant Thornton
San Francisco, CA2 days ago $150k - $200k
...Tax Senior Manager An established public accounting and advisory firm is seeking a Tax Senior Manager to join its San Francisco office. This leadership role offers the opportunity to serve as a trusted advisor to a diverse client base while overseeing complex engagements...Work at officePropel Recruitment LLC
San Francisco, CA4 days ago- ...Job Summary The Tax Senior Manager is responsible for managing complex tax compliance and advisory projects for a diverse portfolio... ...and state tax returns (C-Corps, S-Corps, Partnerships, Trusts, and Estates). Tax Planning: Develop sophisticated tax-saving strategies...
PRO SOLUTIONS GROUP INC.
San Francisco, CA3 days ago - ...About Instead Instead is where tax work gets done. Our AI agent orchestrates the... ...and KPMG. The Role Instead's Tax Managers are experienced tax professionals who bring... ...speaks the firm's language, earns their trust, and makes sure the product delivers real...Work at officeRemote work
Instead
San Francisco, CA2 days ago $115k - $210k
...hands-on involvement in reviewing tax returns and working directly... ...the ability to build strong, trusted relationships with clients.... ...and venture capital firms, real estate funds, private foundations, and... ..., partners, and clients Manage, supervise, and mentor staff,...Navolio & Tallman LLP
San Francisco, CA17 hours ago$114k - $191.4k
...automated workflows with context from over 750 integrations. Trusted by approximately two-thirds of the Fortune 100 and nearly half... ...platform. PagerDuty is seeking a detail-oriented and proactive Tax Manager to join our global tax team in San Francisco, CA. Reporting to...Work at officeLocal areaWorldwideFlexible hours2 days per weekPagerDuty
San Francisco, CA4 days ago$130k - $170k
...Tax Manager Opportunity A well-respected and growing San Francisco CPA firm is looking to... ...for providing high-quality service and trusted tax advice to its clients. As the firm continues... ...individual, partnership, trust, and estate tax returns Work with clients on tax...Local areaRemote workgpac
San Francisco, CA3 days ago- ...Tax Senior Manager at CBIZ Talent Matchmaker | West Region | Arizona, California, Washington Essential Functions And Primary Duties... ...CBIZ Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify...Full time
CBIZ
San Francisco, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager - Estate, Gift & Trust. Be the first to apply!
Related searches
- sr tax manager San Francisco, CA
- tax director San Francisco, CA
- state tax manager San Francisco, CA
- sales & use tax manager San Francisco, CA
- hedge fund private equity tax manager San Francisco, CA
- senior international tax manager San Francisco, CA
- indirect tax manager San Francisco, CA
- tax manager public accounting San Francisco, CA
- transfer pricing tax manager San Francisco, CA
- tax manager San Francisco, CA