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Tax Manager - Estate, Gift & Trust

Long Beach, CA 90802

Industry: Accounting / Finance Job Number: 233

Job Description

Tax Manager – Estate, Gift & Trust


Position Requirements



  1. Desire to become a tax partner in the Estate, Gift & Trust area at a leading regional CPA firm
  2. CPA/ MBT (MST) or CPA/JD/ LLM
  3. More than six years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firm
  4. Reviewed or performed compliance on at least 20 estate tax returns
  5. Reviewed or performed compliance on numerous fiduciary income tax returns
  6. Interpreted wills and trusts pertaining to estate and fiduciary income tax returns
  7. Progressive record of promotion
  8. Successful in developing and mentoring staff toward promotion
  9. Experience defending clients in IRS audits
  10. Record of success in developing relationships within firm
  11. Experience with software pertaining to estate tax returns, estate planning, trust accounting and income tax returns


Project Challenges:


First Year:

  1. Successfully take over from practice partner the day-to-day management of firm’s largest trust account, comprising more than 300 returns annually
  2. Develop and mentor staff to permit increased delegation of duties
  3. Run various estate and gift tax engagements as needed


Long Term:

  1. Develop relationships with and earn sufficient respect from staff, peers, senior managers and partners to warrant promotion to partner
  2. Gain sufficient expertise within EGT practice to become technical expert
  3. Demonstrate sufficient success in business development with new and existing clients to justify admission into partnership
  4. Develop community and professional relationships through participation/leadership in civic organizations and professional associations



  1. Possess team approach toward executing work and developing business
  2. Be open to sharing an office with another Manager (Senior Managers have private offices)
  3. Should seek balanced lifestyle characterized by firm


Other Information:

Equal opportunity employer

To apply, send resume in word format with current salary for review and immediate interview.

Meet Your Recruiter

Tim Bramley

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