mtn talent partners · 1 month ago
Senior Tax Manager
United States
Full-time
Remote
Senior Level
$160K/yr - $185K/yr
7+ years expmtn talent partners is a well-respected, full-service CPA firm established in 1950, serving high-net-worth individuals and families and companies across Southern California. They are seeking a Senior Tax Manager to manage complex trust, estate, and gift tax compliance and planning engagements while mentoring staff and building client relationships.
Staffing & Recruiting
Responsibilities
Review complex estate, gift, and fiduciary tax returns (Forms 706, 709, 1041)
Deliver sophisticated estate and gift tax planning strategies for high-net-worth clients
Provide proactive tax consulting on wealth transfer, succession, and multi-state compliance
Manage client relationships as the primary trusted advisor
Review staff work and support their professional development
Participate in practice development and business growth initiatives
Qualification
Required
Active CPA license required
7+ years of public accounting experience with a focus on trust, estate, and gift taxation
Technical expertise in estate, gift, and fiduciary income tax matters
Excellent client service, communication, and project management skills
Preferred
Experience with CCH Axcess a plus
Benefits
Comprehensive benefits package
Generous PTO and strong work/life balance
Professional development support
Company
mtn talent partners
MTN Talent Partners is an executive search and staffing firm delivering talent for the wealth management industry.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase