What Jobs are available for Tax Planning in the United States?

Job Description

Job Summary

Our rapidly growing firm seeks a highly skilled Attorney to join our team of legal professionals. The successful candidate will exhibit a high degree of initiative, taking ownership of legal processes from inception to resolution, ensuring optimal client outcomes. The ideal applicant will possess expertise in tax law, business planning, and estate planning, with a strong focus on transactional and strategic advisory services. Given our firm's interdisciplinary approach, preference will be given to candidates with dual expertise in law and accounting, as this combination enables a more holistic approach to client needs, particularly in business structuring, tax strategy, and estate planning. This role requires substantial client interaction and strategic legal advising. Comprehensive training and support will be provided. This position necessitates service at both our Mesa headquarters and our satellite office in Scottsdale. The ideal candidate will be proficient in learning and utilizing new software systems and will thrive in a team-oriented environment.

• Legal Drafting & Review: Draft, analyze, and revise a broad range of legal documents, including business structuring agreements, estate plans, and tax-planning instruments, ensuring compliance with statutory and regulatory frameworks.
• Client Advisory & Representation: Provide sophisticated legal counsel on matters related to business transactions, estate planning, and tax optimization strategies.
• Regulatory & Ethical Compliance: Maintain adherence to all applicable legal standards, statutes, and ethical requirements.
• Case & Practice Management: Strategically manage case files, oversee documentation accuracy, and facilitate coordination between legal and administrative teams.
• Client Engagement & Advocacy: Conduct consultations and represent clients across multiple locations, ensuring the highest standard of legal service.

• Juris Doctor (JD).
• Active and unrestricted license to practice law.
• Demonstrated experience in tax law, business planning, and estate planning is strongly preferred.

• Exceptional analytical and critical-thinking capabilities, enabling sound legal judgment.
• Advanced proficiency in legal research and writing.
• Strong interpersonal and client-relations skills to foster trust and long-term engagement.
• Rigorous attention to detail and outstanding organizational abilities.
• Collaborative mindset with the capacity to contribute effectively within a multidisciplinary team.
• Ability to quickly learn and navigate new legal and business software tools.

• Specialized knowledge at the intersection of law and accounting.
• Experience in structuring and negotiating complex business transactions with tax implications.
• Background in advising high-net-worth individuals and business owners on tax and estate planning strategies.
• Experience in preparing estate and gift tax returns

• The position requires on-site presence at both the Mesa and Scottsdale locations.
• Frequent use of legal research tools, documentation platforms, and case management software.
• Ability to manage high caseloads in a demanding, deadline-driven environment, with access to firm-provided support structures, mentorship, and administrative assistance to ensure efficiency and effectiveness.

• Base Annual Salary: $75,000, with performance-based bonuses for production, referrals, and business development contributions.
• Medical Benefits: Limited medical benefits package available.
• Professional Development: Opportunities for continuing legal education (CLE), training, and mentorship.
• Firm Culture: Collaborative and supportive work environment with structured training programs.

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Job Description

Location: San Jose, CA (In-person; also hiring in Santa Ana)
Compensation: $120,000–$200,000 per year
Supplemental Pay: Bonus pay
Benefits:

• 401(k) & retirement plan
• Health, dental, and vision insurance
• Health savings & flexible spending accounts
• Paid time off & parental leave
• Flexible schedule
• Employee discounts
• Employee assistance program
• Professional development assistance
• Referral program

Position Summary:
Copenbarger & Copenbarger LLP, a full-service estate planning and elder law firm, is seeking a Trust and Estate Administration Associate Attorney with 5–7 years of experience for our San Jose office. This role is ideal for a mid-level attorney who thrives in a client-facing, detail-oriented practice and wants to join a highly respected firm with deep expertise in tax, estate, and elder law. We offer competitive compensation, strong benefits, and a supportive, collaborative culture.

Key Responsibilities:

• Administer wills, trusts, probates, and conservatorships from start to finish
• Draft and prepare petitions, court documents, and fiduciary accounts (e.g., 850 & 17200 petitions)
• Handle asset inventory, valuation, sub-trust funding, and distributions
• Review estate and gift tax returns, fiduciary income tax returns
• Communicate regularly with clients, internal staff, and attorneys
• Perform legal research and maintain accurate documentation
• Attend litigation-related events (depositions, hearings, etc.) if applicable
• Maintain billable hours with accurate time tracking
• Coordinate with courts and restricted depository accounts when needed
• Support clients with compassion and professionalism through the administration process

Qualifications:

• Juris Doctorate
• Active California Bar membership in good standing
• 5–7 years of direct experience in trust & estate administration (required)
• Clear and professional legal writing and analysis
• Comfortable working independently with good judgment on when to escalate issues
• Strong client-facing communication and interpersonal skills
• Organized, deadline-driven, and detail-oriented
• Experience with conservatorships and probates required
• Experience with estate planning, guardianships, or contested matters is a plus
• LL.M. in Tax or Estate Planning is a plus

Why Join Us?
You’ll be part of a mission-driven, client-focused law firm that values growth, compassion, and work-life balance. Whether you prefer autonomy or collaboration, our hybrid-friendly structure offers flexibility. We pride ourselves on creating lasting client relationships and providing legal excellence across estate planning, taxation, litigation, and business law.

Alternate Titles:

• Trust & Estate Administration Associate Attorney (5–7 Years Experience)
• Trust Administration Attorney – San Jose
• Estate Planning & Probate Attorney
• Trust Administration Attorney
• Estate Planning Attorney
• Probate Attorney
• Fiduciary Law Attorney
• Conservatorship Attorney
• Elder Law Attorney
• Wills & Trusts Lawyer
• Associate Attorney – Trust & Estates
• Tax & Estate Planning Attorney

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Keywords:
Trust administration, probate attorney, estate attorney, conservatorships, fiduciary accounts, wills, trusts, petitions, California Bar, elder law, estate planning, guardianships, contested matters, sub-trust funding, estate tax returns, gift tax returns, fiduciary income tax returns, legal drafting, litigation support, billable hours, client communication, trust & estates associate, Santa Ana attorney jobs, San Jose attorney jobs

Job Description

Location: Flexible schedule with hybrid options located in Greenville, OH

Department: Tax Services

Reports To: Partner / Tax Director

Position Summary:

The Tax Manager is a key leadership position within the firm, responsible for managing and reviewing complex tax engagements for individuals, partnerships, corporations, and trusts. This role involves client relationship management, tax compliance and planning, staff supervision, and ensuring work is performed in accordance with professional standards and firm policies. The Tax Manager serves as a mentor and technical resource for junior staff and plays a vital role in identifying tax-saving strategies and risk mitigation opportunities for clients.

Key Responsibilities:

• Oversee and review the preparation of federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

• Provide strategic tax planning and consulting services to clients in various industries.

• Conduct tax research and stay informed on current tax legislation to ensure compliance and maximize client benefits.

• Supervise, mentor, and develop tax staff and senior associates; provide regular performance feedback and coaching.

• Manage multiple engagements and ensure client deadlines and budgets are met.

• Communicate effectively with clients, partners, and team members on technical matters and engagement progress.

• Identify and assist in the implementation of process improvements for tax workflow and client service delivery.

• Assist with business development efforts and participate in client proposal processes.

Qualifications:

• CPA license preferred.

• Bachelor’s degree in Accounting or related field; Master’s in Taxation preferred.

• 5+ years of progressive tax experience in public accounting, with at least 2 years in a supervisory or management role.

• Strong technical knowledge of tax laws and regulations, including multi-state and federal taxation.

• Proficiency in tax preparation and research software (e.g., CCH Axcess, ProSystem fx, GoSystem, BNA, or similar).

• Excellent organizational, project management, and communication skills.

• Ability to lead, motivate, and develop a team in a fast-paced environment.

Similar Titles:

Tax Manager – Client Advisory & Compliance (Public Accounting); Tax Manager – Individual & Business Tax Planning and Compliance; Experienced Tax Manager – CPA Firm, Client-Facing Role; Tax Manager – Corporate, Partnership & Trust Tax Expertise; Tax Manager – Leadership Role in Tax Strategy & Compliance; Senior Tax Manager – Public Accounting & Staff Oversight; Tax Manager – Review & Planning for Complex Returns; Tax Manager – Mentor, Planner & Compliance Leader; Tax Manager – High Net-Worth & Business Clients (CPA Firm)

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description

Location: Flexible schedule with hybrid options located in Greenville, OH

Department: Tax Services

Reports To: Partner / Tax Director

Position Summary:

The Tax Manager is a key leadership position within the firm, responsible for managing and reviewing complex tax engagements for individuals, partnerships, corporations, and trusts. This role involves client relationship management, tax compliance and planning, staff supervision, and ensuring work is performed in accordance with professional standards and firm policies. The Tax Manager serves as a mentor and technical resource for junior staff and plays a vital role in identifying tax-saving strategies and risk mitigation opportunities for clients.

Key Responsibilities:

• Oversee and review the preparation of federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

• Provide strategic tax planning and consulting services to clients in various industries.

• Conduct tax research and stay informed on current tax legislation to ensure compliance and maximize client benefits.

• Supervise, mentor, and develop tax staff and senior associates; provide regular performance feedback and coaching.

• Manage multiple engagements and ensure client deadlines and budgets are met.

• Communicate effectively with clients, partners, and team members on technical matters and engagement progress.

• Identify and assist in the implementation of process improvements for tax workflow and client service delivery.

• Assist with business development efforts and participate in client proposal processes.

Qualifications:

• CPA license preferred.

• Bachelor’s degree in Accounting or related field; Master’s in Taxation preferred.

• 5+ years of progressive tax experience in public accounting, with at least 2 years in a supervisory or management role.

• Strong technical knowledge of tax laws and regulations, including multi-state and federal taxation.

• Proficiency in tax preparation and research software (e.g., CCH Axcess, ProSystem fx, GoSystem, BNA, or similar).

• Excellent organizational, project management, and communication skills.

• Ability to lead, motivate, and develop a team in a fast-paced environment.

Similar Titles:

Tax Manager – Client Advisory & Compliance (Public Accounting); Tax Manager – Individual & Business Tax Planning and Compliance; Experienced Tax Manager – CPA Firm, Client-Facing Role; Tax Manager – Corporate, Partnership & Trust Tax Expertise; Tax Manager – Leadership Role in Tax Strategy & Compliance; Senior Tax Manager – Public Accounting & Staff Oversight; Tax Manager – Review & Planning for Complex Returns; Tax Manager – Mentor, Planner & Compliance Leader; Tax Manager – High Net-Worth & Business Clients (CPA Firm)

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description

Location: San Jose, CA (In-person; also hiring in Santa Ana)
Compensation: $120,000–$200,000 per year
Supplemental Pay: Bonus pay
Benefits:

• 401(k) & retirement plan
• Health, dental, and vision insurance
• Health savings & flexible spending accounts
• Paid time off & parental leave
• Flexible schedule
• Employee discounts
• Employee assistance program
• Professional development assistance
• Referral program

Position Summary:
Copenbarger & Copenbarger LLP, a full-service estate planning and elder law firm, is seeking a Trust and Estate Administration Associate Attorney with 5–7 years of experience for our San Jose office. This role is ideal for a mid-level attorney who thrives in a client-facing, detail-oriented practice and wants to join a highly respected firm with deep expertise in tax, estate, and elder law. We offer competitive compensation, strong benefits, and a supportive, collaborative culture.

Key Responsibilities:

• Administer wills, trusts, probates, and conservatorships from start to finish
• Draft and prepare petitions, court documents, and fiduciary accounts (e.g., 850 & 17200 petitions)
• Handle asset inventory, valuation, sub-trust funding, and distributions
• Review estate and gift tax returns, fiduciary income tax returns
• Communicate regularly with clients, internal staff, and attorneys
• Perform legal research and maintain accurate documentation
• Attend litigation-related events (depositions, hearings, etc.) if applicable
• Maintain billable hours with accurate time tracking
• Coordinate with courts and restricted depository accounts when needed
• Support clients with compassion and professionalism through the administration process

Qualifications:

• Juris Doctorate
• Active California Bar membership in good standing
• 5–7 years of direct experience in trust & estate administration (required)
• Clear and professional legal writing and analysis
• Comfortable working independently with good judgment on when to escalate issues
• Strong client-facing communication and interpersonal skills
• Organized, deadline-driven, and detail-oriented
• Experience with conservatorships and probates required
• Experience with estate planning, guardianships, or contested matters is a plus
• LL.M. in Tax or Estate Planning is a plus

Why Join Us?
You’ll be part of a mission-driven, client-focused law firm that values growth, compassion, and work-life balance. Whether you prefer autonomy or collaboration, our hybrid-friendly structure offers flexibility. We pride ourselves on creating lasting client relationships and providing legal excellence across estate planning, taxation, litigation, and business law.

Alternate Titles:

• Trust & Estate Administration Associate Attorney (5–7 Years Experience)
• Trust Administration Attorney – San Jose
• Estate Planning & Probate Attorney
• Trust Administration Attorney
• Estate Planning Attorney
• Probate Attorney
• Fiduciary Law Attorney
• Conservatorship Attorney
• Elder Law Attorney
• Wills & Trusts Lawyer
• Associate Attorney – Trust & Estates
• Tax & Estate Planning Attorney

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Keywords:
Trust administration, probate attorney, estate attorney, conservatorships, fiduciary accounts, wills, trusts, petitions, California Bar, elder law, estate planning, guardianships, contested matters, sub-trust funding, estate tax returns, gift tax returns, fiduciary income tax returns, legal drafting, litigation support, billable hours, client communication, trust & estates associate, Santa Ana attorney jobs, San Jose attorney jobs

Job Description

Location: San Jose, CA (In-person; also hiring in Santa Ana)
Compensation: $120,000–$200,000 per year
Supplemental Pay: Bonus pay
Benefits:

• 401(k) & retirement plan
• Health, dental, and vision insurance
• Health savings & flexible spending accounts
• Paid time off & parental leave
• Flexible schedule
• Employee discounts
• Employee assistance program
• Professional development assistance
• Referral program

Position Summary:
Copenbarger & Copenbarger LLP, a full-service estate planning and elder law firm, is seeking a Trust and Estate Administration Associate Attorney with 5–7 years of experience for our San Jose office. This role is ideal for a mid-level attorney who thrives in a client-facing, detail-oriented practice and wants to join a highly respected firm with deep expertise in tax, estate, and elder law. We offer competitive compensation, strong benefits, and a supportive, collaborative culture.

Key Responsibilities:

• Administer wills, trusts, probates, and conservatorships from start to finish
• Draft and prepare petitions, court documents, and fiduciary accounts (e.g., 850 & 17200 petitions)
• Handle asset inventory, valuation, sub-trust funding, and distributions
• Review estate and gift tax returns, fiduciary income tax returns
• Communicate regularly with clients, internal staff, and attorneys
• Perform legal research and maintain accurate documentation
• Attend litigation-related events (depositions, hearings, etc.) if applicable
• Maintain billable hours with accurate time tracking
• Coordinate with courts and restricted depository accounts when needed
• Support clients with compassion and professionalism through the administration process

Qualifications:

• Juris Doctorate
• Active California Bar membership in good standing
• 5–7 years of direct experience in trust & estate administration (required)
• Clear and professional legal writing and analysis
• Comfortable working independently with good judgment on when to escalate issues
• Strong client-facing communication and interpersonal skills
• Organized, deadline-driven, and detail-oriented
• Experience with conservatorships and probates required
• Experience with estate planning, guardianships, or contested matters is a plus
• LL.M. in Tax or Estate Planning is a plus

Why Join Us?
You’ll be part of a mission-driven, client-focused law firm that values growth, compassion, and work-life balance. Whether you prefer autonomy or collaboration, our hybrid-friendly structure offers flexibility. We pride ourselves on creating lasting client relationships and providing legal excellence across estate planning, taxation, litigation, and business law.

Alternate Titles:

• Trust & Estate Administration Associate Attorney (5–7 Years Experience)
• Trust Administration Attorney – San Jose
• Estate Planning & Probate Attorney
• Trust Administration Attorney
• Estate Planning Attorney
• Probate Attorney
• Fiduciary Law Attorney
• Conservatorship Attorney
• Elder Law Attorney
• Wills & Trusts Lawyer
• Associate Attorney – Trust & Estates
• Tax & Estate Planning Attorney

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Keywords:
Trust administration, probate attorney, estate attorney, conservatorships, fiduciary accounts, wills, trusts, petitions, California Bar, elder law, estate planning, guardianships, contested matters, sub-trust funding, estate tax returns, gift tax returns, fiduciary income tax returns, legal drafting, litigation support, billable hours, client communication, trust & estates associate, Santa Ana attorney jobs, San Jose attorney jobs

Job Description

Location: San Jose, CA (In-person; also hiring in Santa Ana)
Compensation: $120,000–$200,000 per year
Supplemental Pay: Bonus pay
Benefits:

• 401(k) & retirement plan
• Health, dental, and vision insurance
• Health savings & flexible spending accounts
• Paid time off & parental leave
• Flexible schedule
• Employee discounts
• Employee assistance program
• Professional development assistance
• Referral program

Position Summary:
Copenbarger & Copenbarger LLP, a full-service estate planning and elder law firm, is seeking a Trust and Estate Administration Associate Attorney with 5–7 years of experience for our San Jose office. This role is ideal for a mid-level attorney who thrives in a client-facing, detail-oriented practice and wants to join a highly respected firm with deep expertise in tax, estate, and elder law. We offer competitive compensation, strong benefits, and a supportive, collaborative culture.

Key Responsibilities:

• Administer wills, trusts, probates, and conservatorships from start to finish
• Draft and prepare petitions, court documents, and fiduciary accounts (e.g., 850 & 17200 petitions)
• Handle asset inventory, valuation, sub-trust funding, and distributions
• Review estate and gift tax returns, fiduciary income tax returns
• Communicate regularly with clients, internal staff, and attorneys
• Perform legal research and maintain accurate documentation
• Attend litigation-related events (depositions, hearings, etc.) if applicable
• Maintain billable hours with accurate time tracking
• Coordinate with courts and restricted depository accounts when needed
• Support clients with compassion and professionalism through the administration process

Qualifications:

• Juris Doctorate
• Active California Bar membership in good standing
• 5–7 years of direct experience in trust & estate administration (required)
• Clear and professional legal writing and analysis
• Comfortable working independently with good judgment on when to escalate issues
• Strong client-facing communication and interpersonal skills
• Organized, deadline-driven, and detail-oriented
• Experience with conservatorships and probates required
• Experience with estate planning, guardianships, or contested matters is a plus
• LL.M. in Tax or Estate Planning is a plus

Why Join Us?
You’ll be part of a mission-driven, client-focused law firm that values growth, compassion, and work-life balance. Whether you prefer autonomy or collaboration, our hybrid-friendly structure offers flexibility. We pride ourselves on creating lasting client relationships and providing legal excellence across estate planning, taxation, litigation, and business law.

Alternate Titles:

• Trust & Estate Administration Associate Attorney (5–7 Years Experience)
• Trust Administration Attorney – San Jose
• Estate Planning & Probate Attorney
• Trust Administration Attorney
• Estate Planning Attorney
• Probate Attorney
• Fiduciary Law Attorney
• Conservatorship Attorney
• Elder Law Attorney
• Wills & Trusts Lawyer
• Associate Attorney – Trust & Estates
• Tax & Estate Planning Attorney

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Keywords:
Trust administration, probate attorney, estate attorney, conservatorships, fiduciary accounts, wills, trusts, petitions, California Bar, elder law, estate planning, guardianships, contested matters, sub-trust funding, estate tax returns, gift tax returns, fiduciary income tax returns, legal drafting, litigation support, billable hours, client communication, trust & estates associate, Santa Ana attorney jobs, San Jose attorney jobs

Job Description

Location: Santa Ana, CA (In-person; also hiring in San Jose)
Compensation: $120,000–$200,000 per year
Supplemental Pay: Bonus pay
Benefits:

• 401(k) & retirement plan
• Health, dental, and vision insurance
• Health savings & flexible spending accounts
• Paid time off & parental leave
• Flexible schedule
• Employee discounts
• Employee assistance program
• Professional development assistance
• Referral program

Position Summary:
Copenbarger & Copenbarger LLP, a full-service estate planning and elder law firm, is seeking a Trust and Estate Administration Associate Attorney with 5–7 years of experience for our Santa Ana office. This role is ideal for a mid-level attorney who thrives in a client-facing, detail-oriented practice and wants to join a highly respected firm with deep expertise in tax, estate, and elder law. We offer competitive compensation, strong benefits, and a supportive, collaborative culture.

Key Responsibilities:

• Administer wills, trusts, probates, and conservatorships from start to finish
• Draft and prepare petitions, court documents, and fiduciary accounts (e.g., 850 & 17200 petitions)
• Handle asset inventory, valuation, sub-trust funding, and distributions
• Review estate and gift tax returns, fiduciary income tax returns
• Communicate regularly with clients, internal staff, and attorneys
• Perform legal research and maintain accurate documentation
• Attend litigation-related events (depositions, hearings, etc.) if applicable
• Maintain billable hours with accurate time tracking
• Coordinate with courts and restricted depository accounts when needed
• Support clients with compassion and professionalism through the administration process

Qualifications:

• Juris Doctorate
• Active California Bar membership in good standing
• 5–7 years of direct experience in trust & estate administration (required)
• Clear and professional legal writing and analysis
• Comfortable working independently with good judgment on when to escalate issues
• Strong client-facing communication and interpersonal skills
• Organized, deadline-driven, and detail-oriented
• Experience with conservatorships and probates required
• Experience with estate planning, guardianships, or contested matters is a plus
• LL.M. in Tax or Estate Planning is a plus

Why Join Us?
You’ll be part of a mission-driven, client-focused law firm that values growth, compassion, and work-life balance. Whether you prefer autonomy or collaboration, our hybrid-friendly structure offers flexibility. We pride ourselves on creating lasting client relationships and providing legal excellence across estate planning, taxation, litigation, and business law.

Alternate Titles:

• Trust & Estate Administration Associate Attorney (5–7 Years Experience)
• Trust Administration Attorney – Santa Ana
• Estate Planning & Probate Attorney
• Trust Administration Attorney
• Estate Planning Attorney
• Probate Attorney
• Fiduciary Law Attorney
• Conservatorship Attorney
• Elder Law Attorney
• Wills & Trusts Lawyer
• Associate Attorney – Trust & Estates
• Tax & Estate Planning Attorney

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Keywords:
Trust administration, probate attorney, estate attorney, conservatorships, fiduciary accounts, wills, trusts, petitions, California Bar, elder law, estate planning, guardianships, contested matters, sub-trust funding, estate tax returns, gift tax returns, fiduciary income tax returns, legal drafting, litigation support, billable hours, client communication, trust & estates associate, Santa Ana attorney jobs, San Jose attorney jobs

Job Description

Location: Flexible schedule with hybrid options located in Greenville, OH

Department: Tax Services

Reports To: Partner / Tax Director

Position Summary:

The Tax Manager is a key leadership position within the firm, responsible for managing and reviewing complex tax engagements for individuals, partnerships, corporations, and trusts. This role involves client relationship management, tax compliance and planning, staff supervision, and ensuring work is performed in accordance with professional standards and firm policies. The Tax Manager serves as a mentor and technical resource for junior staff and plays a vital role in identifying tax-saving strategies and risk mitigation opportunities for clients.

Key Responsibilities:

• Oversee and review the preparation of federal, state, and local tax returns for individuals, corporations, partnerships, and fiduciaries.

• Provide strategic tax planning and consulting services to clients in various industries.

• Conduct tax research and stay informed on current tax legislation to ensure compliance and maximize client benefits.

• Supervise, mentor, and develop tax staff and senior associates; provide regular performance feedback and coaching.

• Manage multiple engagements and ensure client deadlines and budgets are met.

• Communicate effectively with clients, partners, and team members on technical matters and engagement progress.

• Identify and assist in the implementation of process improvements for tax workflow and client service delivery.

• Assist with business development efforts and participate in client proposal processes.

Qualifications:

• CPA license preferred.

• Bachelor’s degree in Accounting or related field; Master’s in Taxation preferred.

• 5+ years of progressive tax experience in public accounting, with at least 2 years in a supervisory or management role.

• Strong technical knowledge of tax laws and regulations, including multi-state and federal taxation.

• Proficiency in tax preparation and research software (e.g., CCH Axcess, ProSystem fx, GoSystem, BNA, or similar).

• Excellent organizational, project management, and communication skills.

• Ability to lead, motivate, and develop a team in a fast-paced environment.

Similar Titles:

Tax Manager – Client Advisory & Compliance (Public Accounting); Tax Manager – Individual & Business Tax Planning and Compliance; Experienced Tax Manager – CPA Firm, Client-Facing Role; Tax Manager – Corporate, Partnership & Trust Tax Expertise; Tax Manager – Leadership Role in Tax Strategy & Compliance; Senior Tax Manager – Public Accounting & Staff Oversight; Tax Manager – Review & Planning for Complex Returns; Tax Manager – Mentor, Planner & Compliance Leader; Tax Manager – High Net-Worth & Business Clients (CPA Firm)

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.