Senior Tax Manager/ Tax Director - Trust, Estate, Gift Team at Top 100 Firm

Location: Remote Flexible

About Us: We are an established Top 100 Mid-Sized Regional Accounting & Advisory leader with multiple locations and HQs in California. For over 20+ years, we've made a name for ourselves in CA but also nationwide, with offices in several other states. We're also recognized multiple times by Inside Public Accounting for national awards such as a "Best Place to Work" and "Top in Workplace and Culture".

But what makes us really stand out? We are proud to be an independent, privately owned regional firm that is focused on more than just the bottom line. Not getting involved with Private Equity investors has allowed us to continue to operate with the freedom and culture that makes us successful.

Due to organic growth and our growing book of business, we are looking to add a new Senior Tax Manager/ Director to our EG&T team. In this role, the majority of your time will be spent handling Fiduciary Tax (Estate, Gift, & Trust) returns along with associated HNWIs/1040s. We are also able to offer a clear path for growth (up to Director or Partner) depending on your career goals can be as soon as 1-2 years.

Why Work with Us:

• Top 100 CPA Firm in the U.S. for 5+ years | "Best of the Best" Accounting Firms for 10+ years
• One of the Largest, Independent firms in the U.S., fostering a strong culture
• Busy Season Perks - Limited busy season hours, massages, health/wellness programs, and more
• Clear & Set-Up Partner Track Program for those who want to pursue this route in their career
• Opportunity to work exclusively with HNW Clients & their Estate, Gift, and Trust returns

What We Are Looking For:

• Active CPA or J.D. (will also consider EA)
• Minimum 10+ years of Public Accounting & Tax Exp.
• At least 4+ years of Tax Management Experience
• Strong knowledge of Trusts, Estates, Gifts, and HNW/1040 tax returns

What We Can Offer:

• Strong Salary Ranges (up to $230k+)
• Competitive Bonus Structure (Paid out Annually)
• Full Health Benefits (Medical, Dental, Vision) - good portion paid by employer
• 401k Match + Profit Sharing Plan
• Unlimited PTO Model
• Mentorship Program (assigned a mentor Day 1 - usually one of the Partners)
• Clear Partner Track Program (eligible for Sr. Managers and above)
• Collaborative culture with flexible schedules so you can enjoy work-life balance and have the support to grow in your career

What's Next?

If interested in learning more about what a role in the EG&T / HNW space with a Top 100 Regional Firm could look like for you, please apply today as we just started actively interviewing for this position - for immediate consideration, you can also email your resume to belle.arriaga@levelociti.com

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/