Tax Manager/Director
Wright Staffing Source
Tax Manager/Director
Beverly Hills, California, United States
The Opportunity
We are seeking an experienced Tax Manager or Director with a specialized focus on trusts and estates. This role requires a hands-on professional with a strong technical background, leadership capabilities, and the ability to manage complex client relationships. The ideal candidate will bring expertise in trust and estate tax compliance, planning, and consulting, and will play a key role in supporting our high-net-worth clients.
Key Responsibilities
- Trust and Estate Tax Compliance: Prepare and review complex trust, estate, and gift tax returns (Forms 1041, 706, and 709), ensuring accuracy and compliance with current regulations.
- Tax Planning and Advisory: Collaborate with clients to develop and implement strategic tax planning solutions for trusts, estates, and high-net-worth individuals.
- Client Management: Build and maintain strong relationships with clients, providing proactive guidance on tax strategies, compliance matters, and legislative changes.
- Research and Analysis: Stay current on federal, state, and local tax laws, performing in-depth research on complex tax issues and presenting findings in clear, actionable ways.
- Team Leadership: Supervise, mentor, and develop junior team members, providing guidance and support to enhance their technical and professional skills.
- Process Optimization: Identify and implement process improvements to increase efficiency and accuracy in tax preparation and advisory services.
Qualifications
Education: Bachelors degree in Accounting, Finance, or a related field (Masters in Taxation or related discipline preferred).
Certification: CPA license is required.
Experience: Minimum of 5-8 years of experience in tax, with a focus on trusts and estates. Experience in public accounting, wealth management, or a specialized tax advisory firm is highly preferred.
Technical Skills: Proficiency with tax software (e.g., ProSystem fx, UltraTax, or similar) and accounting tools. Strong understanding of tax laws and regulations related to trusts, estates, and high-net-worth individuals.
Soft Skills: Exceptional communication and interpersonal skills. Proven ability to manage multiple projects, prioritize tasks, and meet deadlines. High attention to detail with strong analytical and problem-solving abilities.
How to Apply
Apply directly to this ad by submitting your application on this page, or send your resume, cover letter, and additional information to View email address on click.appcast.io. Be sure to include the job title and location in the subject line for immediate consideration.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Tax Manager/Director in Beverly Hills, CA vacancy
$138k - $172.5k
...As the Corporate Tax Manager, you’ll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting (either tax provision preparation or audit support) projects. The Corporate Tax Solutions Family...SuggestedInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per weekGrant Thornton
Los Angeles, CA2 days ago- ...Job Description A very well-known CPA firm is looking to add a Tax Manager to their team. This stable and growing organization offers their clients valuable knowledge and expertise in the tax services industry. Due to recent growth of the firm, there is an opportunity...SuggestedLocal area
gpac
Beverly Hills, CA4 days ago - ...Tax Manager Well established, highly profitable regional CPA firm seeks a Tax Manager to add to their growing staff. We offer a very reasonable work life balance, excellent benefits including large potential bonuses and a 5% employer contribution to your 401K program...Suggested
Client Growth Resources
Los Angeles, CA2 days ago - ...Tax Manager Exceptional career opportunity for a current US based CPA firm Tax Manager, to join a very successful, well established firm offering short term partnership potential. Hybrid work environment. Very reasonable work life balance. Diverse industries of closely...SuggestedTemporary workLocal areaRelocation package
EXECUTIVE RESOURCE SYSTEMS
Los Angeles, CA4 days ago $138k - $172.5k
...Grant Thornton is seeking a Global Indirect Tax Manager to join our team in Bellevue, WA. Additional approved locations include Los Angels, CA, Newport Beach, CA, Phoenix, AZ, San Francisco, CA, and San Jose, CA. As the Global Indirect Tax Manager, you’ll deliver a full...SuggestedInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per weekGrant Thornton
Los Angeles, CA17 hours ago$116.64k - $157.43k
...Tax Manager Job Family Accounting/Finance Type Regular Full-Time Position Status Getty Center Workplace Type Hybrid/Partially Remote Salaried/Hourly Salaried Hiring Pay Scale $116,643 - $157,428 Annually...Hourly payFull timeLocal areaRemote workThe J. Paul Getty Trust
Los Angeles, CA14 hours ago- ...City, California. Our client base consists of high net worth individuals and closely held businesses. We provide tax and accounting services, business management, and consulting. The firm is dedicated to providing a high quality of service to our clients and, just as...Work at officeMonday to Friday
LMW FINANCIAL LLC
Los Angeles, CA17 hours ago - ...Tri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment... ...financial and advisory services including accounting, tax, tour management and wealth preservation strategy. We foster a...Work at office
Tri Star Sports and Entertainment Group
West Hollywood, CA2 days ago $110k - $150k
...Tax Manager Los Angeles, CA Westlake Financial is the largest privately held finance company in the nation, with a proven record... ...designated as C-Corporations. Reporting directly to the Tax Director , this position will play a key role in managing the day-to-...Work at officeLocal areaFlexible hoursHankey Group External
Los Angeles, CA10 hours ago$135k - $170k
...Core Tax Manager GHJ is looking for a Core Tax Manager. At GHJ we help our people and clients pursue their passions, build thriving businesses, and create a better future. What We Believe We believe that collaboration is the foundation for success. We work as...Private practiceLocal areaWorldwideGhj
Los Angeles, CA17 hours ago$105.1k - $192.6k
...Join EY and help to build a better working world. Handling tax in such a large, sophisticated organization takes more than just... ...technical understanding of current tax practices. As a State Income Tax Manager, we'll look to you to apply your knowledge to a wide range of...Work experience placementSummer holidayFlexible hoursEY
Los Angeles, CA10 hours ago$135k - $175k
...Position Summary Gelfand, Rennert & Feldman is seeking a Tax Manager to join our team of dedicated professionals. The Manager is responsible... ...performance issues and concerns as needed Assist Managing Director in identifying and onboarding prospective clients Support...Work experience placementWork at officeLocal area3 days per weekFocus Financial Partners Inc.
Los Angeles, CA4 days ago- ...We are seeking an experienced Tax Manager to lead the preparation, review, and delivery of high-quality tax services for our clients. This role is responsible for ensuring all tax returns are completed efficiently, accurately, and on time, while also serving as a key...
Prevail Recruiting
Los Angeles, CA2 days ago $90k - $120k
...Tax Manager We are seeking a tax manager for the following locations: New York, Los Angeles, Indianapolis, Dallas. Qualifications: Five to eight year experience in corporate income tax compliance, tax accounting, and tax consulting BA/BS degree from an accredited...Hotta Liesenberg Saito LLP
Los Angeles, CA5 days ago- ...Job Title: Tax Manager Location: North Los Angeles Job Type: Full-Time About the Role: We are seeking a detail-oriented Tax Manager to lead our tax planning and accounting efforts in California. The ideal candidate will have strong knowledge of federal...Full timeWork at officeLocal area
Elite Sourcing LLC
Los Angeles, CA14 hours ago $114k - $130k
...thrives on creative ideas, operational expertise and strategic thinking. JOB DESCRIPTION We have a great opportunity for a Tax Manager! The Tax Manager is an integral part of the tax compliance group primarily responsible for domestic compliance and tax accounting...Interim roleLocal areaRemote workFox
Los Angeles, CA14 hours ago$125k - $160k
...A prestigious business management firm seeks a Tax Manager to joint their dynamic team. This position will lead the team responsible for completing all client tax returns. The selected candidate will maintain a strong rapport with our clients and serve as a liaison between...Work at officeFlexible hoursConsultative Search Group
Los Angeles, CA10 hours ago- ...Job Description Job Description Our client in Beverly Hills is looking to fill their Tax Manager position! Responsibilities: ~ Gather, review for accuracy, and input multiple K-1’s tax items from various investments into preparation software Organizing LLC...Contract workTemporary workInterim roleWork at office
Constant Recruiter
Beverly Hills, CA17 hours ago - ...Job Summary: s a Corporate Tax Manager, you will be part of a dynamic Corporate Tax Solutions team working on business income tax planning, corporate compliance, and ASC 740 income tax accounting projects, including tax provision preparation or audit support...Local area
Macpower Digital Assets Edge
Los Angeles, CA2 days ago $120k - $180k
...Salary: $120,000 - $180,000 per year. Hosted by: Stephen Brainerd. About the Role We are seeking a highly skilled and motivated Tax Manager to join our team remotely! This role will deliver high‐quality tax services to clients focused in construction and real estate. We...Remote workFlexible hoursJobot
Los Angeles, CA17 hours ago- ...San Jose, CA or Los Angeles At least five to seven years' experience in public accounting, demonstrating a proven progression in tax complexity, scope, and research. Minimum one (1) year experience supervising and directing work of tax preparers. Bachelor's degree...Local areaWork from home
Jobot
Los Angeles, CA5 days ago $144k - $184k
...Tax Manager SingerLewak is a top accounting and consulting firm primarily operating in the western region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing...Local areaSingerLewak
Los Angeles, CA3 days ago- ...Job Description Tax Manager - Los Angeles, CA Full-time • Public Accounting We're seeking an accomplished Tax Manager to join our Los Angeles practice and help lead our tax team to the next level. You'll own a significant client portfolio, drive...Full time
gpac
Los Angeles, CA4 days ago $130k - $180k
...competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Commercial Tax Services Manager to join our Tax Department. As a Commercial Tax...Work at officeCitrin Cooperman Advisors LLC
Los Angeles, CA4 days ago$95.4k - $180.4k
...Tax Manager We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled...Work experience placementInternshipLocal areaRSM
Los Angeles, CA14 hours ago- ...Tax Manager As Tax Manager, you'll partner directly with ultra-high-net-worth individuals and family offices, guiding them through complex tax planning, wealth transfer, and compliance strategies that shape financial legacies. What You'll Be Doing: Lead and oversee...
Liberty Staffing LLC
Los Angeles, CA16 hours ago $130k - $160k
...Description Description: NKSFB, LLC is the largest business management firm in the country, with more than 600 employees working from... ...their lifestyle management needs. Your Role: The Tax team in Westwood is hiring the next Tax Manager to join our dynamic...Summer workWork at officeFlexible hoursNKSFB
Los Angeles, CA17 hours ago$130k - $220k
...flexibility to take your career to the next level and still allow you to focus on what matters to you ! We are looking for a Tax Manager to join our West Los Angeles office. As a Tax Manager, you will be responsible for providing excellent client service. Our firm provides...Summer workWork at officeRemote workFlexible hoursCitrin Cooperman Advisors LLC
Los Angeles, CA3 days ago$95.4k - $180.4k
...there's nowhere like RSM. A career within RSM's Corporate Tax services will provide you with the opportunity to help our public... ...requirements and income tax consulting and compliance obligations, while managing the impact tax has on their business. You'll advise clients on...Work experience placementInternshipLocal areaRSM US LLP
Los Angeles, CA2 days ago$150k - $185k
...Century Group is partnering with a client who is seeking a Tax Manager to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base salary $150,000 to $185,000 per year. Job Responsibilities: Prepare and review...Work at officeCentury Group
Los Angeles, CA10 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager/Director. Be the first to apply!
Related searches
- hedge fund private equity tax manager Beverly Hills, CA
- international tax senior Beverly Hills, CA
- manager m&a tax Beverly Hills, CA
- income tax Beverly Hills, CA
- property tax Beverly Hills, CA
- senior manager m&a tax Beverly Hills, CA
- tax Beverly Hills, CA
- senior tax Beverly Hills, CA
- tax services Beverly Hills, CA
- senior manager tax Beverly Hills, CA