Trust and Estate Tax Manager
LAVINE LOFGREN MORRIS & ENGELBERG LLP
La JollaLead / Manager
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The job in short
Trust and estate tax management.
AccountingTaxInsurance
Details
- Found
- 32 d ago · posted 2025-07-16
- Location
- LA JOLLA, CA, USA
- Pay (as listed)
- $110,000–$150,000 a year
Full description
Job Details: Job Location: 4180 LA JOLLA VILLAGE DRIVE SUITE 300 - LA JOLLA, CA, Salary Range: $110000.00 - $150000.00Salary, Job description:
Manage and review of Gift, Estate and Trust tax returns
Build new and existing client relationships and demonstrate knowledge of client industries
Prepare internal memoranda, written correspondence/ guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities
Manage tax planning for trust and individual income taxes
Handle multiple engagements at one time and meet deadlines
Produce deliverables that are clear, concise, thorough and of professional quality
Provide guidance and feedback to staff and interns
Provide technical training and participate in mentorship program
Dedicated to meeting and exceeding the expectations and requirements of clients
Qualifications: Qualified candidates will possess the following:
CPA or JD certification
5 or more years of experience in public accounting
Undergraduate or graduate degree in Accounting or Tax
Excellent organization and time management skills
Highly detail-oriented, organized and proactive
Strong written and verbal communication skills with a client-service focus
Strong computer skills; knowledge of CCH Axcess and Engagement a plus
Technical skills reflective of experience
An ability to work within a team framework and comfortable reporting to multiple people
Our benefits include:
Competitive salary
Health, dental, vision, life, long-term disability insurance
401(k) plan
New business and employee referral bonuses
Professional dues
Continuing education
Free parking
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