Senior Tax Manager (Estate & Trust Specialist)

Company: PKF San Diego, LLP
Location: San Diego
Posted on: March 12, 2025

Job Description:

PKF San Diego, a full-service CPA firm with 45 employees, is seeking to fill the position for a Senior Tax Manager to join our growing team. This experienced individual will have the opportunity to participate in all aspects of our engagements, mainly focused on estate, gift, and trusts, including return preparation, client representation in IRS examinations, in addition to managing various projects. You must be able to handle multiple engagements profitably as well as having advanced technical skills necessary for affluent clients. This is a great opportunity for someone looking to work with a tight-knit team and contribute to the growth and success of our firm.The SENIOR TAX MANAGER is responsible for advising clients on the tax implications of their business goals, in addition to evaluating and selecting strategies to reduce tax liability and compliance costs. This role involves identifying various methods for adhering to tax regulations while serving as the primary contact for clients regarding complex tax matters. The Senior Tax Manager applies expertise to recognize potential tax issues and communicates any associated risks, as well as changes in tax policy. This is an ideal fit for an experienced and highly knowledgeable leader looking to bring their skills to a supportive environment that cares about professional development and work-life balance.What You'll Do

• Review and prepare tax returns for Estate, Gift and Trust tax returns.
• Conduct thorough reviews of engagement work papers and tax returns prepared by associates/senior associates, providing review comments.
• Research complex tax issues and clearly convey findings and recommendations.
• Manage workflow and ensure adherence to tax deadlines.
• Engage directly with clients to deliver outstanding service.
• Identify opportunities for business development and contribute to the growth of client services.
• Assist with other Company administration and marketing activities as assigned.
• Demonstrate a thorough understanding of firm regulations and guidelines outlined in the quality control manuals.
• Deliver on-the-job training to enhance team skills.
• Prioritize the firm's interests over client interests when resolving issues.
• Supervise associates and senior associates across all projects.
• Train associates and senior associates in the use of current software tools.
• Act as a career advisor, mentoring associates, senior associates, and managers.
• Schedule and manage the workload of associates and senior associates.
• Provide constructive verbal and written performance feedback to associates, senior associates, and managers.
• Organize and facilitate effective external CPE training sessions at least once a year.
• Support Firm projects and attend biweekly meetings.Your Skills + Experience
  • 9+ years of tax experience in a large local, regional, or national firm.
  • CPA certification is a plus.
  • Prior supervisory experience is required.
  • Ability to effectively delegate work as needed.
  • Strong analytical, research, and critical thinking skills as well as decision-making skills.
  • Possess solid collaborative skills, thriving in team settings.
  • Ability to work in a deadline-driven environment and handle multiple projects simultaneously.
  • Experience in developing and leading a team of tax professionals.
  • Skilled in building and nurturing relationships with both firm and client personnel, effectively interacting with professionals at all levels.
  • Committed to fostering a positive team atmosphere during engagements and supporting the professional growth of team members.
  • Exceptional verbal and written communication skills.
  • Meticulous attention to detail is essential.
  • Proficient in ProSystem Fx, Prosystem Access, Excel, and Word.
  • Full time - In Office site is in Mission Valley, CA is preferable, Hybrid option available.Compensation
    • $150,000 - $200,000 based on experience and qualifications.
    • Life Insurance (Basic, Voluntary & AD&D).
    • Paid Time Off and Company-wide Holidays.
    • Firm-sponsored activities (e.g. baseball & soccer games, holiday party, community service, etc.).
    • Discretionary alternative work schedule in the summer.
    • Performance bonus program.
    • CPE and CPA renewal fees paid for.
    • Discounted rates for CPA review courses.PKF San Diego, LLP is a full-service, public accounting firm, providing audit, tax, and consulting services to our clients. We are located in the Mission Valley area of San Diego and service companies throughout Southern California. We are a friendly, tight-knit team led by partners with decades of experience who work closely with our clients and employees. We prize our ability to build relationships with our clients, add value to their companies, and develop our team members. We are proud to be a recipient of a 2024 Best Places to Work distinction from the San Diego Business Journal, our 2nd consecutive year.
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Keywords: PKF San Diego, LLP, San Diego , Senior Tax Manager (Estate & Trust Specialist), Accounting, Auditing , San Diego, California