Trust & Estates Senior Tax Manager (San Diego)
3 days ago
Join to apply for the Trust & Estates Senior Tax Manager role at Platform Accounting Group . Due to continuing growth, our team is seeking a Senior Tax Manager with a strong background in Estate & Trust work. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. As a CPA for the Trust & Estate team, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals.
Review and prepare complex Estate & Trust returns and court accountings
Estate & Trust planning including analysis of estate and trust documents
Work with and support the firm\'s Director in leading and managing the local team
Become a primary point of contact for both new clients and clients from retiring partners
8+ years of experience in public accounting, ideally with a strong background in the Estate & Trust field
~ Bachelor\'s degree required; Entrepreneurial minded with an interest in strategy and operations
Paid medical benefits and 401(k)
Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employees
Full-time
Accounting/Auditing and Finance
Accounting
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San Diego, CA, United States Platform Accounting Group Full timeOverview Join to apply for the Trust & Estates Senior Tax Manager role at Platform Accounting Group . Due to continuing growth, our team is seeking a Senior Tax Manager with a strong background in Estate & Trust work. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship,...
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Experienced Trust and Estates Attorney
4 weeks ago
San Diego, CA, United States San Diego Elder Law Center Full timeJoin Our Team as an Estate Planning, Trust, and Probate Attorney If you think you are the right match for the following opportunity, apply after reading the complete description. About San Diego Elder Law Center San Diego Elder Law Center is a full-service estate planning, trust and probate administration firm founded in 1997 by Attorney Philip Lindsley....
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Experienced Trust and Estates Attorney
4 weeks ago
San Diego, CA, United States San Diego Elder Law Center Full timeJoin Our Team as an Estate Planning, Trust, and Probate Attorney If you think you are the right match for the following opportunity, apply after reading the complete description. About San Diego Elder Law Center San Diego Elder Law Center is a full-service estate planning, trust and probate administration firm founded in 1997 by Attorney Philip Lindsley....
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Experienced Trust and Estates Attorney
2 weeks ago
San Diego, United States San Diego Elder Law Center Full timeJoin Our Team as an Estate Planning, Trust, and Probate Attorney If you think you are the right match for the following opportunity, apply after reading the complete description. About San Diego Elder Law Center San Diego Elder Law Center is a full-service estate planning, trust and probate administration firm founded in 1997 by Attorney Philip Lindsley....
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President & CEO (San Diego)
4 weeks ago
San Diego, CA, United States San Diego International Full timeWelcome to San Diego International Airport, where our core purpose is to create an exceptional experience for both our community and visitors from around the world. It extends beyond just flights; we embody the vibrant spirit of San Diego itselfsunny, welcoming, and full of life. We are committed to attracting, fostering, and empowering a team of talented...
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Experienced Trust and Estates Attorney
2 weeks ago
San Diego, United States San Diego Elder Law Center Full timeJoin Our Team as an Estate Planning, Trust, and Probate AttorneyIf you think you are the right match for the following opportunity, apply after reading the complete description.About San Diego Elder Law CenterSan Diego Elder Law Center is a full-service estate planning, trust and probate administration firm founded in 1997 by Attorney Philip Lindsley. Phil...
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Experienced Trust and Estates Attorney
3 days ago
San Diego, United States San Diego Elder Law Center Full timeJoin Our Team as an Estate Planning, Trust, and Probate AttorneyIf you think you are the right match for the following opportunity, apply after reading the complete description.About San Diego Elder Law CenterSan Diego Elder Law Center is a full-service estate planning, trust and probate administration firm founded in 1997 by Attorney Philip Lindsley. Phil...
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Experienced Trust and Estates Attorney
4 weeks ago
San Diego, United States San Diego Elder Law Center Full time $110,000 - $180,000Join Our Team as an Estate Planning, Trust, and Probate AttorneyIf you think you are the right match for the following opportunity, apply after reading the complete description.About San Diego Elder Law CenterSan Diego Elder Law Center is a full-service estate planning, trust and probate administration firm founded in 1997 by Attorney Philip Lindsley. Phil...
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Tax Services Senior Manager
6 days ago
San Diego, United States San Diego Staffing Full timeTax Business Tax Services Fiduciary/Trust & Estate Tax Administration Services Financial Services Organization Senior ManagerAt EY, we'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The Senior Manager is part of the leadership team and...
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Trust & Estates Senior Tax Manager (San Jose)
2 weeks ago
San Jose, CA, United States Platform Accounting Group Full timeTrust & Estates Senior Tax Manager Platform Accounting Group Due to continuing growth, our team is seeking a Senior Tax Manager with a strong background in Estate & Trust work. In addition to the traditional rollup-yoursleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on...
