Estate and Trust Tax Partner

4 days ago


Irvine, California, United States Jobot Full time
Job Opportunity

We are seeking a highly skilled Tax Partner with expertise in Estate and Trust taxation to join our team.

About the Role

As an Estate and Trust Tax Partner, you will be responsible for providing expert advice on estate planning, gift tax, and fiduciary matters to our clients.

Key Responsibilities

  1. Oversee and manage a diverse portfolio of clients, providing tailored solutions to meet their individual needs.
  2. Develop and implement tax planning strategies to optimize clients' financial situations, ensuring compliance with multistate and federal regulations.
  3. Prepare and review complex tax returns, identifying potential tax-saving opportunities and areas of risk.
  4. Foster and maintain strong relationships with clients, offering exceptional service and support.
  5. Lead and mentor a team of tax professionals, promoting a culture of continuous learning and development.
  6. Contribute to the firm's growth by identifying new business opportunities and participating in networking events.
  7. Stay up-to-date with the latest industry trends and legislative changes, ensuring our practice remains at the forefront of the accounting and finance industry.

Why Choose Us

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is passionate about delivering exceptional service to our clients, and we are committed to making a positive impact in our community.

How to Apply

If you are a motivated and experienced Tax Professional with a passion for Estate and Trust taxation, we encourage you to apply for this exciting opportunity.



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