Job Description
Job DescriptionTax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential)
A top national CPA advisory firm is seeking a Tax Manager with a specialized focus in Estate, Gift & Trust taxation to join their growing Private Wealth practice.
This is a high-impact, client-facing role working with high-net-worth individuals, families, and closely held entities—providing both compliance and strategic advisory across complex wealth structures.
If you enjoy working in fiduciary tax, estate planning, and trust structures and want to move into a more visible, advisory-driven position, this is a standout opportunity.
Location & Flexibility
- Open to candidates within ~150 miles of the Bay Area
- Multiple Northern California office locations
- Hybrid flexibility as the standard
- Fully remote considered for top-tier estate/trust professionals
What You’ll Be Doing
- Lead and review estate, gift, and trust (fiduciary – 1041) tax engagements
- Provide tax planning and advisory services to high-net-worth individuals and families
- Advise on estate structures, wealth transfer strategies, and trust planning
- Review and analyze complex financial and tax reporting with clients
- Serve as a trusted advisor on both compliance and long-term planning
- Manage client relationships and act as a primary point of contact
- Mentor and develop staff working within the private wealth practice
- Drive efficiencies and improvements across engagement processes
- Stay current on evolving estate, gift, and fiduciary tax regulations
What They’re Looking For
- CPA or JD required
- 5+ years of public accounting experience
- Direct experience with estate, gift, and trust taxation (REQUIRED)
- Experience working with high-net-worth / private wealth clients strongly preferred
- 2+ years of leadership, mentoring, or supervisory experience
- Strong client-facing, advisory, and communication skills
- Ability to manage multiple complex engagements
Why This Opportunity Stands Out
- Top national firm with a strong and growing Private Wealth practice
- Opportunity to focus deeply in estate, gift, and trust work (not diluted with general tax)
- Advisory-driven role with meaningful client interaction
- High visibility with firm leadership and influence on engagements
- Flexible work environment with autonomy over schedule
- Clear path to Senior Manager / leadership roles
- Collaborative culture with a strong emphasis on work-life balance
Interested or Curious?
Even if you’re not actively looking, this is worth a quick conversation—especially if you’re currently doing trust/estate work and want more flexibility or visibility.
All inquiries are 100% confidential.
Joey Wieger
Director of Recruiting
605-601-4597
Joey@solidrockrecruiting.com