About the Role

We're looking for an experienced Tax Manager to lead trust and estate tax compliance in a collaborative, client-focused environment. You'll work closely with individual and corporate tax teams to deliver a coordinated approach across trusts, individuals, and closely held entities.

This is a great opportunity for someone from public accounting or private wealth who wants to use their technical skills in a more balanced, sustainable setting-while still working on complex client needs.

Key Responsibilities

• Lead preparation and review of trust, estate, and individual tax returns
• Collaborate with internal teams to support a well-rounded tax strategy
• Manage deadlines, estimates, and filings with strong attention to detail
• Research tax issues and clearly document findings
• Coordinate with outside advisors and accounting firms
• Help improve processes and best practices

Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• CPA preferred
• 8+ years of experience in trust, estate, and individual tax
• Strong attention to detail and follow-through
• Professional, discreet, and client-focused

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.