Hybrid Trust and Estate Tax Manager

130k-150k

About Our Firm

We are one of the largest local accounting firms in Orange County with over 50 years of experience. With 10 partners and approximately 100 team members, we're large enough to handle sophisticated work but small enough to maintain a collaborative culture.

What makes us different: We're a lifestyle firm that genuinely practices work-life balance. Our 92% client satisfaction score reflects our commitment to excellence, and we give back 1% of gross revenues to local charities annually. Most importantly, we have the largest dedicated estate and trust tax department among local CPA firms.

About the Role

We're seeking an experienced Tax Manager to join our industry-leading Trust & Estate practice. You'll work with high-net-worth individuals and families on complex tax planning and compliance while managing client relationships and mentoring junior staff.

Key Responsibilities

• Prepare and review complex fiduciary income tax returns (Forms 1041, 1040, 706, 709)
• Provide tax planning and consulting for trusts, estates, and beneficiaries
• Advise on estate and gift tax matters and wealth transfer strategies
• Collaborate with estate planning attorneys and financial advisors
• Research complex tax issues and prepare technical memoranda
• Manage multiple client engagements and supervise staff
• Build and maintain strong client relationships

Qualifications

Required:

• Bachelor's degree in Accounting, Finance, or related field
• CPA license (or actively pursuing)
• 5-7 years of tax experience with significant trust and estate focus
• Strong technical knowledge of trust, estate, and wealth transfer taxation
• Excellent analytical, research, and communication skills
• Demonstrated leadership capabilities

Preferred:

• Master's degree in Taxation or LL.M. in Taxation
• Experience with ultra-high-net-worth clients and complex family structures
• Multi-state fiduciary income tax knowledge

What We Offer

Work-Life Balance – Our Core Philosophy:

• True hybrid schedule with multiple work-from-home days per week
• Manageable workloads year-round with appropriate staffing
• No excessive overtime culture – sustainable careers, not burnout
• Time for what matters – family, friends, and life outside work

Career & Compensation:

• Competitive salary and comprehensive benefits (health, dental, vision, 401(k) match)
• Work alongside the largest dedicated trust and estate tax team among local firms
• Clear advancement path to Senior Manager and beyond
• Professional development and continuing education support

Location: Irvine, California

How to Apply

Please submit your resume and cover letter to delano.williams@levelociti.com

We look forward to hearing from you!

We are an equal opportunity employer and value diversity in our workforce.