Tax Manager – Estate, Gift & Trust

Tax Manager – Estate, Gift & TrustSan Jose, CA (Hybrid Preferred) | Fully Remote Considered Anywhere in the U.S.California-based candidates strongly preferredA top national public accounting firm is actively seeking a Tax Manager with deep Estate, Gift & Trust expertise to join its growing Private Client / Private Wealth practice.This is a high-impact opportunity for a tax professional who enjoys advising high-net-worth individuals, families, trusts, estates, and closely held entities, while also serving as a strategic leader to both clients and internal teams.While the role is tied to the San Jose office, the firm offers strong flexibility. Hybrid is preferred, but they are open to a fully remote arrangement anywhere in the United States for the right individual, with California remaining the ideal market.This opportunity offers the chance to step into a visible leadership seat within a nationally recognized platform known for strong resources, excellent client relationships, and real upward mobility.What You’ll Be DoingLead Estate, Gift & Trust tax compliance and consulting engagementsAdvise high-net-worth families and private clients on complex tax planning mattersReview fiduciary, estate, gift, and individual tax returnsServe as a trusted advisor to clients on wealth transfer and succession strategiesManage multiple client engagements while ensuring deadlines and profitability goals are metMentor, develop, and review the work of tax seniors and staffPartner closely with firm leadership on client growth and relationship expansionIdentify planning opportunities across trust, estate, gift, and private wealth structuresBuild strong internal and external referral relationshipsWhat Makes This Opportunity Stand OutHighly visible leadership-track Tax Manager roleAccess to sophisticated private wealth / trust & estate clientsHybrid San Jose platform with remote flexibility nationwideStrong preference for California market exposureNational firm resources with entrepreneurial team feelLong-term path toward Senior Manager / Director / PartnerExcellent work-life flexibility and autonomyIdeal BackgroundCPA, EA, or JD required5+ years in public accounting taxStrong experience in Estate, Gift, Trust, and Private Wealth taxationPrior experience reviewing complex fiduciary and individual returnsLeadership or supervisory experience mentoring staffStrong client-facing communication and advisory mindsetExperience building relationships with attorneys, financial advisors, and family offices is a plusCompensation$130,000 – $173,000 base salaryCompensation can flex upward depending on experience, credentials, market, and location.Comprehensive benefits package included.