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Tax Manager - Tax Senior Manager - Trust & Estate

Carmel, CA 93923

Industry: Accounting / Finance Job Number: 2510

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

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