Tax Director / Partner- Trusts & Estates

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 returnsInterpret wills and trusts pertaining to estate and fiduciary income tax returnsDevelop relationships with and earn sufficient respect from staff, peers, senior managers and partnersGain sufficient expertise within EGT practice to become technical expertDemonstrate sufficient success in business development with new and existing clients to justify admission into partnershipDevelop community and professional relationships through participation/leadership in civic organizations and professional associationsPlease send resumes to jhoban@Requirements:CPA/ MBT (MST) or CPA/JD/ LLMMore than eight years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firmProgressive record of promotionSuccessful in developing and mentoring staff toward promotionExperience defending clients in IRS auditsRecord of success in developing relationships within firmExperience with software pertaining to estate tax returns, estate planning, trust accounting and income tax returns5 years or greater

Created: 2025-01-14