Tax Expert Leader Estate Trust Specialist

5 days ago


Laguna Beach, California, United States To & Scott Llc Full time

At To & Scott LLC, we're committed to excellence in our industry. Our firm has a unique niche in Estate and Trust services.

We're seeking an experienced Tax Expert to lead our team and provide expert guidance on complex tax matters.

The ideal candidate will have extensive knowledge of tax law and regulations, as well as strong leadership skills to mentor and coach staff members.

This is not a remote job, but we do offer flexible schedules to maintain a healthy work-life balance.

Responsibilities include:

  • Technical review of individual, corporate, fiduciary, and partnership tax returns
  • Providing technical research on complex tax issues to clients
  • Mentoring staff to improve their job skills
  • Preparing tax projections and other tax planning strategies
  • Reviewing financial statement compilations when needed
  • Interacting closely with clients to provide innovative tax planning and consulting expertise

Requirements:

  • Bachelor's degree in accounting or finance
  • CPA Certification
  • 15+ years of recent practice in public accounting
  • Manager experience (5+ years)
  • Strong technical and analytical skills in tax accounting
  • Proficiency in QuickBooks, Excel, Word, Tax Software
  • Detail-oriented and ability to multi-task
  • Team skills, positive attitude, and high ethical standards

Our benefits package includes:

  • 401(k) profit-sharing plan elective deferrals, and Firm contribution bonuses at the end of each tax season
  • Dental Insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance

Our company culture prioritizes work-life balance and provides a supportive environment for our staff to grow and succeed.

We estimate the salary for this position to be between $170,000 and $220,000 per year, depending on experience.



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