Job Title: Senior Tax Manager / Tax Director – Estate, Gift & Trust (Remote)

Location: Fully Remote in PST (U.S.-based)

Firm Location: California

Firm Type: Growing Mid-Sized CPA Firm

Employment Type: Full-Time

Advance Your Career in Estate & Trust Taxation – From Anywhere

Are you a seasoned tax professional with deep expertise in estate, gift, and trust taxation? Do you want to work with high-net-worth clients and complex planning structures—without sacrificing flexibility or work-life balance?

Our California-based, mid-sized CPA firm is growing and seeking a remote Senior Tax Manager or Tax Director to lead our estate, gift, and trust practice. This is a high-impact role with leadership opportunity, client-facing responsibility, and a clear path to partnership for the right candidate.

About Us

We are a dynamic and well-established CPA firm serving high-net-worth individuals, multi-generational families, closely held businesses, and family offices throughout California and beyond. Our services include tax compliance, advisory, estate and trust planning, and business consulting.

We’ve built a culture centered on people-first values, long-term client relationships, and flexible, modern workflows. We’re committed to technical excellence and human balance—you can have both here.

What You’ll Do

As a Senior Tax Manager or Tax Director in our Estate, Gift & Trust group, you will:

• Lead and review the preparation of complex estate, gift, and trust tax returns (Form 706, 709, 1041)
• Provide strategic planning and consulting to high-net-worth clients on wealth transfer, succession planning, and charitable giving
• Collaborate with attorneys, fiduciaries, and financial advisors to implement estate plans and trust strategies
• Supervise and mentor staff and managers, providing technical guidance and review
• Manage client relationships and ensure the highest level of service and responsiveness
• Stay current on estate and gift tax legislation and educate both clients and internal teams
• Participate in firm leadership, planning, and business development as appropriate

What We’re Looking For

• Active CPA license required (JD or LLM in Taxation a plus)
• 8+ years of public accounting experience, with significant focus in estate, gift, and trust taxation
• Deep knowledge of federal and California tax laws related to estate and gift planning
• Strong client relationship management and advisory experience
• Excellent technical, analytical, and communication skills
• Comfortable working remotely and independently with distributed teams
• Experience with CCH, GoSystem, or similar tax software a plus

What We Offer

• Flexible schedule – we care about outcomes, not time sheets
• Competitive compensation – base salary + performance-based bonus ($175K-$300K)
• Comprehensive benefits package – health, dental, vision, 401(k) with match
• Generous PTO and paid holidays
• CPA and CPE support – including estate/trust-specific training
• Collaborative, low-ego team culture
• Opportunity for equity/partnership track for qualified candidates

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

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