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Tax Manager - Tax Senior Manager - Trust & Estate
26515 Carmel Rancho Boulevard , Suite 100 Carmel, CA 93923 US
Job Description
Tax Manager – Tax Senior Manager – Trust & Estate
About Us
Thriving accounting and consulting firm looking for candidates who are interested in taking their careers to the next level. As a growing firm, we offer many opportunities for advancement and a broad range of services, which allow you exposure to and specialization in areas that interest you most. Our culture promotes a healthy work-life balance, encourages community involvement, embraces challenging projects and enjoys a fun work environment.
About You
Looking for a self-starter who is passionate about their career and works well both independently and on a team. As a CPA, you are an exceptional communicator and are looking to make a positive impact in the lives of your clients and where you work. You look forward to learning, growing your career, helping develop your peers and working in a firm that is big enough to work with numerous high-net-worth individuals with complex estate-planning needs, but small enough for you to have an impact in the overall success of the firm.
What you bring
- 20+ years of public accounting experience
- Certified Public Accountant license required
- At least 10-15 years of experience with a specialized focus in estates and trusts
- A high level of technical tax expertise and leadership skills, experience with tax planning, tax research and reviewing tax returns, and leading an engagement team
- New ideas and business solutions that result in new clients or extended services to existing clients
- Positive people interactions that allow you to be a liaison for clients and staff throughout the year
- The skills to develop and motivate staff and provide them with counseling and career guidance
What you receive
- Competitive salary
- Bonus and incentive programs
- Benefits package that includes medical, dental, vision, 401(k) match, profit sharing, and life insurance
- Flexible work schedule
- Personalized career development
- Broad range of Continuing Education courses to choose from
- Business development and marketing participation opportunities
- Work-life balance
- Opportunity to make an impact in your field, the community and in the firm
- A firm that is culturally diverse and where people value excellence and quality
- Live in a community where others vacation