Trust and Estate Tax Manager
Compensation
$150k – $170k /yr
Employment type
Full-time
Work setting
On-site
Location
Irvine, CA
Schedule
Day shift
Posted
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Job overview
The Trust and Estate Tax Manager is a hybrid remote, full-time position based in Irvine, CA, with a salary range of $150,000 to $170,000 per year. This role supports the fiduciary tax department at Levelociti. This role exists to manage complex tax planning and compliance for high-net-worth individuals and families. The manager oversees fiduciary tax returns, provides technical consulting, and mentors junior staff within the firm's dedicated estate and trust department.
What you'll do
- Prepare and review complex fiduciary income tax returns.
- Provide tax planning and consulting.
- Advise on estate and gift tax matters.
- Collaborate with attorneys and advisors.
- Research tax issues.
- Manage client engagements and supervise staff.
What we're looking for
- Skills & competencies
- full-timeday shiftirvine catax managertrust and estatefinance$150k-$170khybridaccountingcpa
- Work arrangement
- Weekend coverage required
Benefits & perks
- Comprehensive benefits including health, dental, vision, and 401(k) match.
Why this role
Lifestyle firm with work-life balance, hybrid schedule, and clear advancement path.
About the employer
Levelociti is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.
Additional details
- Industry sector
- 54
- Industry
- Offices of Certified Public Accountants
- Occupation code
- 13-2081.00
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Listing ID: 3d29c5a9-fe0b-4799-a9c5-c191f3d19aaf