Accounting Manager Tax - Trusts and Estates
26463 Rancho Parkway South Lake Forest, CA 92630
Tax Manager - Trusts and Estates
Our firm is currently assisting a CPA Firm in Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Manager position.
The Trust & Estates Tax Manager will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent' s final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes; develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services.
- CPA certification
- Recent Public Accounting experience.
- Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting.
- Minimum of five years’ experience in the preparation and review of fiduciary income tax returns. Seven years or more preferred.
- Prior client management experience.
Equal opportunity employer
To apply, send resume in word format with current salary for review and immediate interview.