Demo

Tax Director / Partner- Trusts & Estates

CPS, Inc.
CA Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/15/2025

My client, a regional CPA firm located in Orange County, CA is seeking a Tax Director or Partner with a strong background in Trusts & Estates. Responsibilities include but are not limited to :

  • Review / perform compliance on estate tax returns and fiduciary income tax returns
  • Interpret wills and trusts pertaining to estate and fiduciary income tax returns
  • Develop relationships with and earn sufficient respect from staff, peers, senior managers and partners
  • Gain sufficient expertise within EGT practice to become technical expert
  • Demonstrate sufficient success in business development with new and existing clients to justify admission into partnership
  • Develop community and professional relationships through participation / leadership in civic organizations and professional associations

Please send resumes to jhoban@cpsjobs.com

Requirements :

  • CPA / MBT (MST) or CPA / JD / LLM
  • More than eight years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firm
  • Progressive record of promotion
  • Successful in developing and mentoring staff toward promotion
  • Experience defending clients in IRS audits
  • Record of success in developing relationships within firm
  • Experience with software pertaining to estate tax returns, estate planning, trust accounting and income tax returns
  • 5 years or greater

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