Wright Ford Young & Co. · 1 month ago
Tax Supervisor or Manager (Estates & Trusts)
Irvine, CA
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $150K/yr
4+ years expWright Ford Young & Co. is seeking a motivated and experienced Tax Supervisor or Manager for their Estates and Trusts group. The role involves preparing and reviewing complex tax returns and mentoring tax staff while ensuring high-quality service and meeting deadlines.
Accounting
Responsibilities
Prepare/review complex individual, trust, gift, estate and non-profit returns
Prepare/review year-end tax projections
Demonstrates strong organizational skills, including the ability to meet all deadlines and commitments
Train and mentor tax staff
Preparation of client billing
Perform tax research
Attend team and client meetings in person as needed
Manage client contact
Qualification
Required
4 or more years of experience in public accounting preparing/reviewing individual, trust and gift tax returns
BA/BS degree in accounting or related field
CPA, EA or JD license
Strong sense of ownership for delivering high-quality service and excellent customer service, team-building and time management skills
Clear, concise, professional and thorough verbal and written communication skills
Technical competencies must include experience with Microsoft Office specifically Word and Excel
Able to work independently from home but can work in the office everyday if you choose
Preferred
Experience with CCH Axcess, a plus
Benefits
Competitive compensation
Paid vacation and holidays
Career growth
Quarterly firm events
Participation in our retirement plan
Medical, Dental, Pet, and Vision Insurance
Group Term Life Insurance
FSA and/or HSA
Company
Wright Ford Young & Co.
Wright Ford Young & Co. is an accounting company providing audits, reviews, compilations, and taxation services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew (Andy) Bautista CPA
Tax Partner
Cheryl J. Schaffer, CPA, MST, AEP®
Partner of Estates & Trusts
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