Tax Manager - Estate, Gift & Trust

Job Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential)A top national CPA advisory firm is seeking a Tax Manager with a specialized focus in Estate, Gift & Trust taxation to join their growing Private Wealth practice.This is a high-impact, client-facing role working with high-net-worth individuals, families, and closely held entities—providing both compliance and strategic advisory across complex wealth structures.If you enjoy working in fiduciary tax, estate planning, and trust structures and want to move into a more visible, advisory-driven position, this is a standout opportunity.Location & FlexibilityOpen to candidates within ~150 miles of the Bay AreaMultiple Northern California office locationsHybrid flexibility as the standardFully remote considered for top-tier estate/trust professionalsWhat You'll Be DoingLead and review estate, gift, and trust (fiduciary – 1041) tax engagementsProvide tax planning and advisory services to high-net-worth individuals and familiesAdvise on estate structures, wealth transfer strategies, and trust planningReview and analyze complex financial and tax reporting with clientsServe as a trusted advisor on both compliance and long-term planningManage client relationships and act as a primary point of contactMentor and develop staff working within the private wealth practiceDrive efficiencies and improvements across engagement processesStay current on evolving estate, gift, and fiduciary tax regulationsWhat They're Looking ForCPA or JD required5+ years of public accounting experienceDirect experience with estate, gift, and trust taxation (REQUIRED)Experience working with high-net-worth / private wealth clients strongly preferred2+ years of leadership, mentoring, or supervisory experienceStrong client-facing, advisory, and communication skillsAbility to manage multiple complex engagementsWhy This Opportunity Stands OutTop national firm with a strong and growing Private Wealth practiceOpportunity to focus deeply in estate, gift, and trust work (not diluted with general tax)Advisory-driven role with meaningful client interactionHigh visibility with firm leadership and influence on engagementsFlexible work environment with autonomy over scheduleClear path to Senior Manager / leadership rolesCollaborative culture with a strong emphasis on work-life balanceInterested or Curious?Even if you're not actively looking, this is worth a quick conversation—especially if you're currently doing trust/estate work and want more flexibility or visibility.All inquiries are 100% confidential.Joey WiegerDirector of Recruiting 605-601-4597Joey@solidrockrecruiting.com