Tax Director - Trusts & Estates
- $200,000 - $250,000
- San Francisco, CA
Tax Director opportunity with a mid-sized CPA firm!
A bit about us:
We have partnered with a mid-sized CPA firm looking to hire a Tax Director with Trust & Estate experience to join their team. You'll work on fiduciary income tax returns and be involved in preparing business and individual returns as well. This role includes managing client relationships and guiding staff accountants on engagements, especially in fiduciary-related situations.
Why join us?
- Hybrid work schedule
- 4+ weeks of PTO
- 401(k) plan with company match.
- Paid continuing education
- 100% paid health, dental, & vision insurance
- And more!
Job Details
Responsibilities:
Minimum qualifications to be considered:
- Expertise in gift, estate, and fiduciary tax issues, with strong research and documentation skills.
- Preparation and review of fiduciary, gift, estate, individual, and business tax returns.
- Fiduciary accounting for estates and trusts.
- Tax planning and consulting for high-net-worth clients.
Minimum qualifications to be considered:
- Bachelor's in Accounting, Finance, or related field
- Active CPA certification
- 8+ years of public accounting experience
- In-depth expertise in Trust & Estate taxation