Senior Tax Manager - Trusts and Estates

OverviewSenior Tax Manager - Trusts and Estates. Our firm is assisting a CPA Firm in the West LA area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Senior Manager position.ResponsibilitiesDirect multiple engagements and oversee the delivery of tax services in the trusts and estates practice.Review fiduciary income tax returns for estates and trust accounts, including the decedent's final individual tax return; review trust fiduciary income tax returns and individual returns.Analyze estate planning documents (wills, codicils and trust instruments) to determine the proper tax treatment of assets and liabilities.Develop postmortem tax-saving strategies for estate accounts.Provide oversight and direction to a team of tax specialists.QualificationsCPA certificationRecent Public Accounting experienceExpert knowledge in the preparation of trusts, estate, gift tax returns and trust accountingMinimum of five years’ experience in the preparation and review of fiduciary income tax returns; seven years or more preferredExperience with Partnerships and S Corporations preferredPrior client management experienceOther InformationEqual opportunity employerTo apply, send resume in Word format with current salary for review and immediate interview.Related JobsController — West Hollywood, CACFO — La Palma, CAVP Accounting Advisory — Los Angeles, CA #J-18808-Ljbffr

Created: 2025-09-17