Tax Manager - Tax Senior Manager - Trust & Estate

Regal Executive Search

  • Carmel, CA
  • 9 days ago

    Highlights

    You look forward to learning, growing your career, helping develop your peers and working in a firm that is big enough to work with numerous high-net-worth individuals with complex estate-planning needs, but small enough for you to have an impact in the overall success of the firm. A high level of technical tax expertise and leadership skills, experience with tax planning, tax research and reviewing tax returns, and leading an engagement team.

    Numbers & Facts

    LocationCarmel, CA

    Description


    Tax Manager – Tax Senior Manager – Trust & Estate

     

    About Us

     

    Thriving accounting and consulting firm looking for candidates who are interested in taking their careers to the next level. As a growing firm, we offer many opportunities for advancement and a broad range of services, which allow you exposure to and specialization in areas that interest you most. Our culture promotes a healthy work-life balance, encourages community involvement, embraces challenging projects and enjoys a fun work environment.
     

    About You

     

    Looking for a self-starter who is passionate about their career and works well both independently and on a team. As a CPA, you are an exceptional communicator and are looking to make a positive impact in the lives of your clients and where you work. You look forward to learning, growing your career, helping develop your peers and working in a firm that is big enough to work with numerous high-net-worth individuals with complex estate-planning needs, but small enough for you to have an impact in the overall success of the firm.

     

    What you bring

     
    • 20+ years of public accounting experience
    • Certified Public Accountant license required
    • At least 10-15 years of experience with a specialized focus in estates and trusts
    • A high level of technical tax expertise and leadership skills, experience with tax planning, tax research and reviewing tax returns, and leading an engagement team
    • New ideas and business solutions that result in new clients or extended services to existing clients
    • Positive people interactions that allow you to be a liaison for clients and staff throughout the year
    • The skills to develop and motivate staff and provide them with counseling and career guidance

     

    What you receive

     
    • Competitive salary
    • Bonus and incentive programs
    • Benefits package that includes medical, dental, vision, 401(k) match, profit sharing, and life insurance
    • Flexible work schedule
    • Personalized career development
    • Broad range of Continuing Education courses to choose from
    • Business development and marketing participation opportunities
    • Work-life balance
    • Opportunity to make an impact in your field, the community and in the firm
    • A firm that is culturally diverse and where people value excellence and quality
    • Live in a community where others vacation

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