Tax Senior - Trust & Estate Focused - CPA Preferred

$80,000 - $120,000/Yr

CyberCoders - Irvine, CA

Full-time - Mid Level

Remote - Irvine, CA

51-100 employees

Administrative and Support Services

About the position

We are seeking experienced tax accountants with a strong background in gift, trust, and estate tax to join our midsize CPA firm in Orange County. This role will focus on clients with trust and estate returns, as well as their individual and business taxes. The position offers a quick path to management for candidates who hold a CPA, EA, or JD, and emphasizes professional development and work-life balance.

Responsibilities

• Prepare and review gift, trust, and estate tax returns.
• Develop professional relationships with clients.
• Mentor and train associates and senior associates.
• Plan, perform, and complete tax engagements for individuals, corporations, and partnerships.
• Develop best practices for tax preparation and review.
• Manage team projects effectively.

Requirements

• 3+ years of experience in public tax and accounting (individual, corporate, and partnerships).
• CPA, J.D., or EA preferred.
• Extensive experience with gift, trust, and estate tax situations.
• Expertise in tax return preparation and review, especially for individual and fiduciary clients.
• Experience in developing best practices, training, and mentoring.

Nice-to-haves

• Passionate about developing associates and senior associates.
• Experience in business consulting and wealth management.

Benefits

• Base Salary: $80,000 - $120,000
• Medical, Dental, and Vision Insurance
• Group Term Life Insurance
• Remote Flexibility
• Flex Hours
• Minimum 3 Weeks Starting PTO
• Company Holidays
• Career growth opportunities
• Participation in our retirement plan
• Reasonable overtime to support work-life balance