Tax Manager Estate, Gift & Trust
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Job Location:
San Jose, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Tax Manager Estate Gift & Trust (Top National Firm Bay Area Flexible / Remote Potential)
A top national CPA advisory firm is seeking a Tax Manager with a specialized focus in Estate Gift & Trust taxation to join their growing Private Wealth practice.
This is a high-impact client-facing role working with high-net-worth individuals families and closely held entitiesproviding both compliance and strategic advisory across complex wealth structures.
If you enjoy working in fiduciary tax estate planning and trust structures and want to move into a more visible advisory-driven position this is a standout opportunity.
Location & Flexibility
- Open to candidates within 150 miles of the Bay Area
- Multiple Northern California office locations
- Hybrid flexibility as the standard
- Fully remote considered for top-tier estate/trust professionals
What Youll Be Doing
- Lead and review estate gift and trust (fiduciary 1041) tax engagements
- Provide tax planning and advisory services to high-net-worth individuals and families
- Advise on estate structures wealth transfer strategies and trust planning
- Review and analyze complex financial and tax reporting with clients
- Serve as a trusted advisor on both compliance and long-term planning
- Manage client relationships and act as a primary point of contact
- Mentor and develop staff working within the private wealth practice
- Drive efficiencies and improvements across engagement processes
- Stay current on evolving estate gift and fiduciary tax regulations
What Theyre Looking For
- CPA or JD required
- 5 years of public accounting experience
- Direct experience with estate gift and trust taxation (REQUIRED)
- Experience working with high-net-worth / private wealth clients strongly preferred
- 2 years of leadership mentoring or supervisory experience
- Strong client-facing advisory and communication skills
- Ability to manage multiple complex engagements
Why This Opportunity Stands Out
- Top national firm with a strong and growing Private Wealth practice
- Opportunity to focus deeply in estate gift and trust work (not diluted with general tax)
- Advisory-driven role with meaningful client interaction
- High visibility with firm leadership and influence on engagements
- Flexible work environment with autonomy over schedule
- Clear path to Senior Manager / leadership roles
- Collaborative culture with a strong emphasis on work-life balance
Interested or Curious
Even if youre not actively looking this is worth a quick conversationespecially if youre currently doing trust/estate work and want more flexibility or visibility.
All inquiries are 100% confidential.
Required Experience:
Manager
