A Bit About Us
Our client is a selective accounting and advisory firm in Orange County, California, with an established trust and estate tax practice serving highly relational, legacy high-net-worth clients. The firm is not a traditional accounting firm: the culture is relatable, polished, professional, and personable, and the team acts as a trusted financial partner to clients. It is not a mill, and it charges a premium for top-notch service.
Why Join Us
- Step into a trust and estate practice with a clear succession path, as the current practice leader plans to retire within the next 2 years
- Work closely with senior leadership on the transition, with the opportunity to grow into a leading role in the practice
- Serve legacy high-net-worth clients in a client-facing, trusted advisor capacity
- Join a selective firm that prioritizes quality of service over volume
- Be part of a collaborative, in-office team culture where managers actively train and coach staff
- Open to a range of experience levels, with senior candidates preferred and junior candidates trained now
Job Details
Key Responsibilities and Duties
- Prepare and review complex trust and estate tax filings, including Forms 1041, 990, 706, and 709
- Serve as a trusted, client-facing financial partner to high-net-worth trust clients
- Deliver top-notch, relationship-driven service that supports the firm's premium positioning
- Support the transition of the trust and estate practice leadership over the next 2 years
- Train, coach, and mentor staff in the office (for manager-level hires)
- Collaborate in person with the tax team on client matters and work product
You Should Have Most of the Following
- Active CPA license
- Experience with complex trust and estate tax work, including Forms 1041, 990, 706, and 709
- Senior-level experience preferred (the more senior, the better), though junior candidates may be considered and trained
- Strong soft skills: polished, professional, personable, and relatable in client interactions
- Strong technical skills to handle complex tax matters
- Ability to work in the office Monday through Friday
- Preference for candidates living in Orange County
- Background outside of Big 4 firms