Principal, Trust & Estate Tax for HNW

Posted yesterday

holthouse carlin van trigtMonrovia (CA)

Personal Financial Advisors Trust, Fiduciary, and Custody Activities

SENIORITY

Senior

SALARY

$140,000 per year

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About the role

A leading tax advisory firm in California seeks a Manager for their Trust, Estate, and Gift (TEG) tax group. This position involves providing tax advisory services to high-net-worth individuals, developing client relationships, and supervising a team. Ideal candidates have substantial experience in trust and estate taxation, excellent communication skills, and a strong commitment to quality. The role offers a hybrid work model and a competitive salary range from $140,000 to $185,000, depending on experience.

Before you apply

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Your profile is current

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A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.