Navolio & Tallman LLP · 1 day ago
Estate & Trust Manager
Walnut Creek, CA
Full-time
Hybrid
Senior Level
5+ years expNavolio & Tallman LLP is a well-regarded accounting firm recognized as one of the 'Top 100 Best Accounting Firms to Work for'. They are seeking an experienced Estate & Trust Manager to provide expert tax advice and manage a team while ensuring high-quality client service for high-net-worth clients.
AccountingAdviceFinancial ServicesManagement Consulting
Responsibilities
Provide expert tax advice to clients regarding trust and estate taxation, wealth transfer planning, and philanthropic planning using sophisticated planning and wealth transfer techniques
Review and oversee the preparation of tax returns for trusts, estates and gifts
Manage, supervise, and mentor staff, including mentoring in professional development areas, guiding and teaching through technical challenges, and maintaining a positive team atmosphere
Complete semi-annual performance evaluations for assigned staff and manage ongoing employee performance
Maintain and grow client relationships through professionalism, responsiveness, and superb client service while working with Partners to identify and pursue new clients
Enhance knowledge and skills in the firm’s industries of focus by attending training courses and seeking out opportunities for improvement and learning
Qualification
Required
Accounting, Tax or Law Degree
5+ years of experience in Gift, Estate and Trust planning and compliance for the Estate & Trust Manager Position
Demonstrates leadership, problem-solving skills, and strong verbal and written communication skills
Benefits
Hybrid-working model
State of the art technology
Firm events
Company
Navolio & Tallman LLP
Navolio & Tallman LLP offers both the technical expertise of a “Big Four” accounting firm and the personalized client service only a smaller firm provides.
51-200 employees
H1B Sponsorship
Navolio & Tallman 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
2023 (1)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
John Kennedy
Chief Financial Officer
Celia Lau, CPA, MST
Partner
Company data provided by crunchbase