Estate and Trust Tax Professional

4 weeks ago


Long Beach, California, United States Jobot Full time
About the Role

We are seeking a highly skilled Tax Partner with expertise in Trust and Estate matters to join our growing firm. As a key member of our team, you will be responsible for providing expert advice on estate planning, gift tax, and fiduciary matters to our clients.

Key Responsibilities
  • Oversee and manage a diverse portfolio of clients, providing tailored solutions to meet their individual needs.
  • Develop and implement tax planning strategies to optimize clients' financial situations, ensuring compliance with multistate and federal regulations.
  • Prepare and review complex tax returns, identifying potential tax-saving opportunities and areas of risk.
  • Foster strong relationships with clients, offering exceptional service and support.
  • Lead and mentor a team of tax professionals, promoting a culture of continuous learning and development.
  • Contribute to the firm's growth by identifying new business opportunities and participating in networking events.
  • 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.
What We Offer

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our benefits package includes generous health benefits, a retirement plan, and a hybrid work schedule with remote options available.

Requirements

To be successful in this role, you will need to have a strong background in tax planning and estate and trust services, as well as excellent communication and leadership skills. If you are a motivated and experienced tax professional looking for a new challenge, we encourage you to apply.



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