What are the responsibilities and job description for the Senior Tax Manager position at Premier Financial Search?
Our client is seeking a Senior Manager or Director to lead and oversee estate, gift, and trust tax engagements. This role offers an exciting opportunity to work with sophisticated clients, providing strategic tax planning and advisory services while contributing to a firm that values expertise, collaboration, and exceptional client service.
This remote role is ideal for a highly skilled tax professional seeking to make a significant impact by advising affluent clients on estate and wealth preservation strategies while growing within a leading firm.
Responsibilities:
- Lead and manage estate, gift, and trust tax engagements, ensuring compliance with federal and state regulations.
- Provide high-level tax planning and advisory services to high-net-worth individuals, families, and their advisors.
- Develop and implement estate and wealth transfer strategies, including trusts, charitable giving, and succession planning.
- Review complex estate, gift, and fiduciary tax returns, ensuring accuracy and compliance.
- Serve as a trusted advisor, building strong relationships with clients, attorneys, financial advisors, and other key stakeholders.
- Mentor and develop staff, fostering a culture of professional growth and technical excellence.
- Stay informed on changing tax laws and industry trends, proactively advising clients on potential impacts.
- Collaborate with partners and internal teams to drive firm initiatives and enhance service offerings.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field (Master’s in Taxation or CPA preferred; JD or LL.M. in Taxation a plus).
- 10 years of experience in estate, gift, and trust tax planning and compliance, preferably in public accounting or a specialized law firm.
- Expertise in estate tax, gift tax, and fiduciary income tax, with a deep understanding of wealth transfer strategies.
- Strong technical knowledge of tax laws and regulations affecting high-net-worth individuals and their estates.
- Excellent leadership, communication, and client management skills.
- Proven ability to develop business and expand client relationships.
- Proficiency with tax software and research tools (e.g., CCH, ProSystem fx, or similar).
Salary: $150,000 - $200,000
Please send your resume in Word format to:
Deanna Gutierrez
Premier Financial Search
deanna@pfssearch.com
310.401.1332
Let’s Connect & Explore Your Options
We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.
About Us
Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.
Salary : $150,000 - $200,000
