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USD
200
350000
HOUR
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James Hoban
Tax Director / Partner- Trusts & Estates
Posted: 02/04/2025
2025-02-04
2025-06-30
Industry: Accounting & Finance
Job Number: AF020425TE
Pay Rate: 200-350k, depending on experience
Remote Friendly: Hybrid to Remote
Experience: 5 years or greater
Job Description
My client, a regional CPA firm located in Orange County, CA is seeking a Tax Director or Partner with a strong background in Trusts & Estates. Responsibilities include but are not limited to:
- Review / perform compliance on estate tax returns and fiduciary income tax returns
- Interpret wills and trusts pertaining to estate and fiduciary income tax returns
- Develop relationships with and earn sufficient respect from staff, peers, senior managers and partners
- Gain sufficient expertise within EGT practice to become technical expert
- Demonstrate sufficient success in business development with new and existing clients to justify admission into partnership
- Develop community and professional relationships through participation/leadership in civic organizations and professional associations
#LI-JH1
Job Requirements
Requirements:
- CPA/ MBT (MST) or CPA/JD/ LLM
- More than eight years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firm
- Progressive record of promotion
- Successful in developing and mentoring staff toward promotion
- Experience defending clients in IRS audits
- Record of success in developing relationships within firm
- Experience with software pertaining to estate tax returns, estate planning, trust accounting and income tax returns
Additional Information
Please send resumes to jhoban@cpsjobs.com
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