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Tax Manager - Estate and Trust

Pasadena, CA
Well established CPA firm located in the Glendale/Pasadena area is seeking a Tax Manager for their Estate and Trust Division. 

Ideal Candidate will have the following Qualifications and Experience With:
  • Bachelor's Degree in Accounting or other relevant field
  • Must be an Active CPA in the state of California
  • More than six years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firm
  • Reviewed or performed compliance on at least 20 estate tax returns
  • Reviewed or performed compliance on numerous fiduciary income tax returns
  • Interpreted wills and trusts pertaining to estate and fiduciary income tax returns
  • Be able to do take lead on an asset allocation, marital deduction, and 6166 elections 
  • Identify planning opportunities or client exposures and lead the discussion 
  • Provide Partner with a reviewed project with no review
Please send resumes directly to anton.tilgren@jba.com for immediate consideration 
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