Tax Manager; Estates & Trusts

Hybrid (in office 3 days a week) - Irvine, CA

Salary Range: $125,000 to $175,000

Wright Ford Young & Co. is seeking a motivated and experienced Tax Manager for their Estates and Trusts group. Position will be determined based on your qualifications and experience. Please note on your resume the approximate number of trust, gift and estate tax returns you have worked on in the last year.

• Prepare/review complex individual, trust, gift, estate and non-profit returns
• Prepare/review year-end tax projections
• Demonstrates strong organizational skills, including the ability to meet all deadlines and commitments.
• Train and mentor tax staff
• Preparation of client billing
• Perform tax research
• Attend team and client meetings in person as needed
• Manage client contact

• 4 or more years of experience in public accounting preparing/reviewing individual, trust, estate and gift tax returns
• BA/BS degree in accounting or related field
• CPA, EA or JD license required
• Strong sense of ownership for delivering high-quality service and excellent customer service, team-building and time management skills.
• Clear, concise, professional and thorough verbal and written communication skills.
• Technical competencies must include experience with Microsoft Office specifically Word and Excel.
• Experience with CCH Axcess, a plus.
• Able to work independently from home but can work in the office everyday if you choose.