Experienced Tax Manager - Trusts and Estates

Regal Executive Search, Irvine California

Experienced  Tax Manager - Trusts and Estates




Our firm is currently assisting a CPA Firm in Orange County area to identify an expert in the preparation of trusts, estate, gift tax returns and trust accounting for a Trust & Estates/Fiduciary Tax Manager position.


The Trust & Estates Tax Manager will assume full responsibility for directing multiple engagements; review estate fiduciary income tax returns, along with the decedent' s final individual tax return; review trust fiduciary income tax returns and individual income tax returns; analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes; develop postmortem tax-saving strategies for the estate accounts; and provide oversight and direction to a team of tax specialists in the delivery of tax services.



  1. CPA certification
  2. Recent Public Accounting experience.
  3. Expert knowledge in the preparation of trusts, estate, gift tax returns and trust accounting.
  4. Minimum of five years’ experience in the preparation and review of fiduciary income tax returns. Seven years or more preferred.
  5. Experience with Partnerships and S Corporations preferred
  6. Prior client management experience.


Other Information:

Equal opportunity employer


To apply, send resume in word format with current salary for review and immediate interview.

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