Trust and Estate Tax Specialist

7 days ago


San Diego, California, United States RES Consultant Group Full time
Job Title: Trust and Estate Tax Specialist

A competitive salary for this role is estimated at $95,000 to $110,000 annually, depending on experience.

Overview

We are a boutique CPA firm specializing in working with privately held businesses, family offices, and high-net-worth individuals. Our client is seeking an experienced Trust and Estate Tax Manager to join their team.

Responsibilities

The ideal candidate will be responsible for preparing individual, fiduciary, corporate, partnership, and non-profit returns with minimal supervision. They will also review tax returns prepared by others, assume responsibility for planning and supervising engagements, and demonstrate expertise in gift, estate, and trust knowledge.

Requirements

To be successful in this role, the candidate must have a Bachelor or Master's degree in Accounting, a CPA license, and five to seven years of experience in public accounting with a focus on trust, estate tax returns, and gift tax returns. Proficiency in pertinent IRC sections and regulations is also required.

Skills and Qualifications
  • Expertise in standard concepts, practices, and procedures in the Accounting field.
  • Experience with Sure Prep, UltraTax, or GEMS.
  • Strong communication and problem-solving skills.
Benefits
  • Competitive pay.
  • Flexible schedule.
  • Generous paid time off.
  • Casual dress.
  • Medical, dental, and vision insurance.
  • 401k retirement plan with employer matching.
  • Continuing education, license/dues, and tuition reimbursement programs.
  • Short-term/long-term disability and life insurance.


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