Tax Director / Partner- Trusts & Estates

CPS, Inc. 200 350000 HOUR trueTax Director / Partner - Trusts & EstatesOrange County, CA USPosted: 02/04/2025Industry: Accounting & FinanceJob Number: AF020425TEPay Rate: 200-350k, depending on experienceRemote Friendly: Hybrid to RemoteExperience: 5 years or greaterJob DescriptionMy 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 a 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 associationsJob RequirementsRequirements:CPA/MBT (MST) or CPA/JD/LLMMore than eight years of professional experience, with predominant and most recent experience at a 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 the firmExperience with software pertaining to estate tax returns, estate planning, trust accounting, and income tax returnsAdditional InformationPlease send resumes to Your RecruiterJames HobanExecutive Recruiter(708) on LinkedInApply Now:Apply OnlineShare This Job:Login to save this search and get notified of similar positions.#J-18808-Ljbffr

Created: 2025-02-22