Senior Trusts & Estates Tax Lead
Regal Executive Search
A leading firm in Orange County is seeking a Senior Tax professional specializing in trusts and estates. In this role, you will manage multiple engagements, oversee tax return preparation, and guide a team while ensuring compliance with tax regulations. Ideal candidates have CPA certification and extensive experience in fiduciary tax matters. Located in vibrant Irvine, California, this opportunity merges professional growth with an exceptional quality of life. #J-18808-Ljbffr Regal Executive Search
$130k - $170k
A boutique firm for high-net-worth individuals is looking for an experienced Tax Manager to oversee Trust, Estate, and Gift tax processes. Candidates must have over 5 years in public accounting and at least 3 years in tax returns preparation. The role is remote with hybrid...SeniorTaxRemote job- Senior Tax - Trusts and Estates POSITION SUMMARY Our firm is currently assisting a CPA Firm in Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior position. The...SeniorTaxImmediate start
- Onward Recruiting is seeking a Senior Attorney to lead complex matters from the Costa Mesa office, mentor developing lawyers, and help build a disputes-focused practice in private wealth matters. You will own matter strategy, act as primary client contact, and supervise...SeniorWork at office
$130k - $200k
...Job Description Job Description Tax Manager / Senior Tax Manager – Estates & Trusts Location: Orange County, CA Schedule: Hybrid | 2–3 Days In-Office... ...to manage deadlines, prioritize workflow, and lead engagements independently ~ Experience with CCH Axcess...SeniorTaxWork at officeImmediate startWork from homeFlexible hours- Talnt in Irvine, CA seeks a Senior Tax Associate to support tax planning and compliance for high net worth individuals, trusts, estates, and closely held businesses. The role involves preparing complex returns, research, and collaboration with senior tax professionals to...SeniorTax
- Jobot is seeking a Permanent Tax & Estate Planning Paralegal in California. The role requires a minimum of 5 years’ experience in tax and... ...planning, with proficiency in Form 706 and 709 and extensive trust administration. The ideal candidate will have strong research...SeniorTaxPermanent employment
- ...Senior Tax AssociateWe are seeking a Senior Tax Associate to support tax planning and compliance engagements for high net worth individuals, families, trusts, estates, gift tax matters, and/or closely held businesses. This role provides the opportunity to build technical...SeniorTaxLocal area
$170k - $260k
...Overview Mechanics Bank is currently searching for a Sr. Trust Officer - Market Leader to join our team. Here at Mechanics... ...business interests, complex family issues, litigation, estate planning, and advanced tax considerations. Maintains an appropriate balance between...SeniorTax16 hoursWork from homeFlexible hours$165k - $236.9k
...The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with... ...you flourish as leaders, colleagues and trusted advisors. We equip you with world-class... ...the story of your success!The RoleReal Estate Senior Tax Managers possess a strong technical...SeniorTaxFull timeWork experience placementH1bLocal areaWork visa$124k - $335k
...ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...Financial Services Tax - Real Estate Senior Manager, you will play a pivotal... ...As a Senior Manager, you will lead large projects and innovate... ...clients and stakeholders to foster trust and collaboration- Coaching...SeniorTaxFull timeH1bLocal area- BDO USA in California seeks a Tax Experienced Senior, Core Tax Services. You will apply tax research, gather client information for filings, participate in tax planning, and prepare returns for review while acting as the main client contact for general questions. You may...SeniorTax
$90k - $115k
...professional services, including accounting, audit, financial statement, tax services, fraud detective services and outsourced CFO services... ..., corporation, partnership and nonprofit returns.Prepare trusts, estate and gift tax returns, knowledgeable of estate & trusts a plus....SeniorTaxWork at officeLocal areaRemote workFlexible hours- Anduril Industries is seeking a Senior Accountant, M&A Accounting to support its global integration efforts and scale the acquired entities... ...Accounting and collaborate across Corporate Development, Legal, Tax, and General Accounting to centralize M&A accounting activities,...SeniorTax
$147.4k - $336.8k
...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide... ...issues. You will be expected to lead tax planning projects for a diverse client... ...market trends to maintain credibility as a trusted advisor. Building client relationships...SeniorTaxSeasonal workFlexible hours- LHH in Irvine, CA seeks an experienced Trust & Estate Planning Paralegal to join our Estate Planning Department. This fully onsite role supports... ...estate planning matters, trust administration, and transfer tax filings. The ideal candidate is highly organized and detail-...Tax
- Withum's Tax Services Group is a team of tax specialists that ensure tax reporting obligations are met accurately and timely while minimizing tax payments. As a Trust and Estate Tax Manager, you will lead tax engagements, supervise staff, and build strong client relationships...TaxRemote job
- Mercer Advisors seeks an experienced Estate Planning professional to join the Wealth Solutions group. The role prioritizes in-office... ...and fund estate plans, and stay current with related estate, trust, and tax legislation nationwide while mentoring Estate Planning Strategists...SeniorTaxWork at office
$132.7k - $303.2k
...Management, Insurance, and Real Estate, Hospitality and Construction.... ...financial institutions are trusted and flourish, and the global economy... ...providing dedicated tax technical services to both US... ...annuity tax service delivery. Lead tax processes by directing and...SeniorTaxWork experience placementSummer holidayFlexible hours- ...currently seeking an Attorney to focus on both foundational estate planning and advanced estate and tax planning matters for the families we serve. This role... ...on the design and structure of revocable living trusts and irrevocable gifting trusts Research estate planning...TaxPermanent employmentFull timeWork from home
- ...under leadership from Managing Directors. You will serve as a trusted advisor to a large client book, help retain clients, and onboard new ones while collaborating with senior leaders on investments, tax, and estate planning. The role requires travel up to 50% and strong...SeniorTax
- CyberCoders in Irvine, CA seeks an experienced Tax Manager focused on trust and estate taxation to lead complex returns for high-net-worth clients. This in-office role requires 2-3 days on site with a flexible hybrid model and offers a path to leadership within a growing...TaxRemote jobWork at officeFlexible hours
- CLA is seeking a Property Tax Senior to join our State & Local Tax (SALT) practice in California. You will review asset detail documents for property tax renditions and work with clients and the tax team to resolve issues, with training on Avalara software. You will handle...SeniorTaxLocal area
- ...Advisors is seeking an exceptional Estate Planning Partner - Regis to lead as a strategic advisor and... ...You will guide engagements with senior wealth advisors, oversee a team of... ...across irrevocable and revocable trusts, gifting, and tax strategies. This hybrid role prioritizes...TaxWork at office
- ...Description Job Description Hybrid Trust and Estate Tax Manager - Fiduciary Tax Orange County... ...Tax Manager to join our industry-leading Trust & Estate practice. You'll work with... ...local firms Clear advancement path to Senior Manager and beyond Professional development...TaxWork at officeLocal areaWork from home2 days per week3 days per week
$85k - $105k
Tax Senior A Recognized Professional Services Firm Location: Irvine, California Salary: $85,000 - $105,000 Firm Overview We are a recognized... ...and Preparation, Management Consulting, Attest Services, and Estate & Wealth Planning. We are seeking a dedicated professional who...SeniorTaxWork at office- BDO USA is seeking a Tax Senior Manager, Partnerships to advise clients on the tax implications of their business objectives and various partnership items, including allocations, capital accounts, and TRA calculations. The role requires strong technical expertise and leadership...SeniorTax
- Jobtailor is seeking an experienced tax professional to provide compliance and consulting services to a diverse client base across Real-Estate, Crypto Currency, Venture Capital, REIT, Private Equity, and Wine industries. The role includes supervising associates, delivering...SeniorTax
$235k - $300k
...contested private wealth matters. Their practice covers trust disputes, estate contests, undue influence, fiduciary misconduct,... ...legacies at stake. The Opportunity Our client is seeking a Senior Attorney to lead complex matters from their Orange County office, mentor...SeniorFull timeWork at officeLocal areaFlexible hours- Crowe is seeking a Senior Tax Manager for the IronSpire Group in the United States. You will advise ultra-high-net-worth individuals, families... ...tax, wealth transfer, and planning matters, while leading complex engagements and building high-performing teams. The role...SeniorTax
$125k - $175k
A financial services firm in California is seeking a Senior Tax Manager to lead tax compliance and planning efforts for clients. This role involves reviewing tax returns, managing client relationships, and supporting advisory teams. Candidates should have at least 5 years...SeniorTax
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