Fully Remote Senior Tax Manager - Trusts and Estates

Location: Pleasanton
Posted on: June 23, 2025

Job Description:

Fully Remote Opportunity! Join a dynamic growing accounting firm, shape client success, and lead with expertise. Apply now! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $160,000 - $210,000 per year A bit about us: Come work with the best of the business. We are seeking a Tax Director with ideally entertainment business management experience to join our team! Why join us? Compensation: 160-210K Potential Sign on Bonus Annual Bonus so much more! Extremely Competitive Benefits Package 5-15% year over year raises 4 weeks PTO All federal Holidays - summer Fridays & more! Competitive Base Salary and annual performance-based bonuses Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives Employer contribution to Life Insurance, and 401(k) plan Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (Ask us about it!) Customized learning and development opportunities and continuing professional education both in-house and virtually Hybrid, flex, and remote work opportunities available Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution Job Details Responsibilities: 1. Oversee and manage all aspects of tax compliance for trusts and estates, including federal and state income, gift, and estate tax returns. 2. Develop and implement tax planning strategies for high net worth individuals and their estates. 3. Provide guidance and support to clients on estate and trust tax matters. 4. Collaborate with internal teams and external advisors to ensure that all tax strategies are aligned with the client's financial goals and objectives. 5. Stay informed on current tax laws and regulations and communicate any changes that may impact clients to the appropriate parties. 6. Conduct research on complex tax issues and provide solutions that minimize tax liability and increase client wealth. 7. Review and approve trust and estate tax work papers and returns prepared by junior staff. 8. Foster and maintain client relationships, ensuring high levels of client satisfaction. Qualifications: 1. Certified Public Accountant (CPA) designation is required. 2. Minimum of 5 years of experience in tax planning and compliance for trusts and estates. 3. In-depth knowledge of federal and state tax laws and regulations related to trusts and estates. 4. Strong understanding of fiduciary tax and estate planning strategies. 5. Excellent analytical and problem-solving skills. 6. Strong communication and interpersonal skills, with the ability to explain complex tax issues in a clear and concise manner. 7. Proven leadership skills, with experience managing and mentoring junior staff. 8. Ability to work independently in a fully remote environment, with strong organizational skills and the ability to manage multiple projects simultaneously. 9. Proficiency in tax preparation software and Microsoft Office Suite. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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