🛠 Tech Stack

💼 About This Role

You'll lead tax compliance and planning for high net worth clients, managing complex individual, estate, gift, and fiduciary returns. You'll supervise staff, review tax returns, and provide strategic tax advice while ensuring timely and accurate delivery. This role offers partnership in firm committees and mentoring opportunities.

🎯 What You'll Do

• Review and prepare complex individual, estate, gift, and fiduciary tax returns
• Manage governmental tax examinations and trust accountings
• Delegate and perform tax research projects
• Participate in client meetings and tax planning efforts

📋 Requirements

• 5+ years of experience in tax research and technical advice
• CPA certification required
• California income tax experience required
• Bachelor's degree in Accounting or Business

✨ Nice to Have

• Masters in Taxation or JD degree
• Experience with estate and gift tax software

🎁 Benefits & Perks

• 🏖️ Flexible hybrid work arrangement
• 📚 Continuing education support (40 hours/year)
• 👥 Mentoring program participation
• 🏆 Career development opportunities