California Licensed Tax Manager
virtual vocationsNew York (NY)
About the role
To support high net worth clients, the full-time California Licensed Tax Manager will provide estate planning and tax consulting services, manage client relationships, and conduct technical research, with the flexibility to work remotely or in a hybrid environment.
Key responsibilities:
Advise on estate planning processes and create tax-efficient plans based on cash flow projections and business succession
Interpret legal documents related to estate and business succession planning while providing tax planning services
Manage client relationships and assist in business development and marketing effortsRequired qualificationsBachelor's degree in Accounting and an active CPA license, Enrolled Agent license, or JD/LLM (taxation)
4-8 years of experience in tax planning and estate planning within public accounting or law firms
Proven ability to lead large estate/gift/GST tax planning engagements
Excellent communication skills, both verbal and written, for client interactions and presentations
Experience in business development and networking
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
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
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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