Back to search

Senior Tax Manager - Trusts and Estates

Jobot · San Jose, CA · Private Client Services

Compensation

$160k – $240k /yr

Employment type

Contract

Work setting

On-site

Location

San Jose, CA

Schedule

Day shift

Posted

Apply for this job

You'll be redirected to the employer's application page.

Job overview

The Senior Tax Manager - Trusts and Estates is an onsite role based in San Jose, CA, with a salary range of $160,000 - $240,000 per year. This position supports a top 50 public accounting firm providing advisory services to high-net-worth individuals. The role exists to oversee a portfolio of trust and estate clients, providing comprehensive tax planning and financial advice. The manager leads strategic tax initiatives and mentors junior staff to ensure the firm delivers exceptional service in complex tax matters.

What you'll do

  • Manage a portfolio of Trust and Estate clients
  • Develop strategic tax planning
  • Provide consultation on complex tax matters
  • Collaborate with internal teams
  • Mentor junior staff
  • Build client relationships
  • Participate in business development.

What we're looking for

Skills & competencies
full-time
day shift
san jose ca
tax manager
trusts and estates
cpa
jd
cfp
accounting
finance
high net worth
$160k-$240k
Work arrangement
  • Weekend coverage required

Benefits & perks

  • 401K, medical, dental, vision, HSA/FSA, flexible schedule.

Why this role

Top 50 firm with global resources and partnership potential.

About the employer

Jobot 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
13-2011.00
Apply for this job

You'll be redirected to the employer's application page.

Browse more jobs

Listing ID: 842c03d3-6307-4417-956c-f3de9c47056d

    Senior Tax Manager - Trusts and Estates | CollabWORK