Lavine, Lofgren, Morris & Engelberg, LLP · 6 months ago
Trust and Estate Tax Manager
San Diego, CA
Full-time
Onsite
Mid Level
$100K/yr - $150K/yrLavine, Lofgren, Morris & Engelberg, LLP is a professional services firm specializing in tax-related services. They are seeking a Trust and Estate Tax Manager who will manage tax returns, build client relationships, and provide guidance to staff while ensuring high-quality deliverables.
Accounting
Responsibilities
Manage and review of Gift, Estate and Trust tax returns
Build new and existing client relationships and demonstrate knowledge of client industries
Prepare internal memoranda, written correspondence/ guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities
Manage tax planning for trust and individual income taxes
Handle multiple engagements at one time and meet deadlines
Produce deliverables that are clear, concise, thorough and of professional quality
Provide guidance and feedback to staff and interns
Provide technical training and participate in mentorship program
Dedicated to meeting and exceeding the expectations and requirements of clients
Qualification
Required
Manage and review of Gift, Estate and Trust tax returns
Build new and existing client relationships and demonstrate knowledge of client industries
Prepare internal memoranda, written correspondence/ guidance, private letter rulings and other documents for submission to the IRS, Treasury Department, or other taxing authorities
Manage tax planning for trust and individual income taxes
Handle multiple engagements at one time and meet deadlines
Produce deliverables that are clear, concise, thorough and of professional quality
Provide guidance and feedback to staff and interns
Provide technical training and participate in mentorship program
Dedicated to meeting and exceeding the expectations and requirements of clients
Company
Lavine, Lofgren, Morris & Engelberg, LLP
Lavine, Lofgren, Morris & Engelberg is an accounting company located in La Jolla.
Founded in 1985
51-200 employees
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 StageLeadership Team
Christopher Harper, CPA
Partner
Jeff Ewan
Tax Partner
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