Trust and Estate Senior Tax Staff jobs in United States
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Lavine, Lofgren, Morris & Engelberg, LLP ยท 3 days ago

Trust and Estate Senior Tax Staff

positionSan Diego, CA
timeFull-time
remoteOnsite
senioritySenior Level
money$80K/yr - $110K/yr

Lavine, Lofgren, Morris & Engelberg, LLP is seeking a Trust and Estate Senior Tax Staff. The role involves preparing tax returns for gifts, estates, and trusts, while also assisting in tax planning and providing mentorship to junior staff.

Accounting
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H1B Sponsor Likelynote

Responsibilities

Preparation of Gift, Estate and Trust tax returns
Preparation of federal and state quarterly estimated tax payments
Assist in tax planning for trust and individual income taxes
Assist in researching estate, gift, and trust related issues
Handle multiple engagements at one time and meet deadlines
Ask appropriate questions when faced with difficulties
Produce deliverables that are clear, concise, thorough and of professional quality
Provide guidance and feedback to staff and interns
Facilitate and partake in office trainings and mentorship program
Dedicated to meeting and exceeding the expectations and requirements of clients

Qualification

Trust tax returnsEstate tax returnsGift tax returnsTax planningClient managementMentorship

Required

Preparation of Gift, Estate and Trust tax returns
Preparation of federal and state quarterly estimated tax payments
Assist in tax planning for trust and individual income taxes
Assist in researching estate, gift, and trust related issues
Handle multiple engagements at one time and meet deadlines
Ask appropriate questions when faced with difficulties
Produce deliverables that are clear, concise, thorough and of professional quality
Provide guidance and feedback to staff and interns
Facilitate and partake in office trainings and mentorship program
Dedicated to meeting and exceeding the expectations and requirements of clients

Company

Lavine, Lofgren, Morris & Engelberg, LLP

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Lavine, Lofgren, Morris & Engelberg is an accounting company located in La Jolla.
dateFounded in 1985
location
La Mesa, California, USA
people-size51-200 employees
web-link
http://llme.com

H1B Sponsorship

Lavine, Lofgren, Morris & Engelberg, LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2020 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Christopher Harper, CPA
Partner
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Jeff Ewan
Tax Partner
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Company data provided by crunchbase