Tax Director / Partner- Trusts & Estates - CPS, Inc.

My client, a regional CPA firm located in Orange County, CA is seeking a Tax Director or Partner with a strong background in Trusts & Estates. Responsibilities include but are not limited to:

• Review / perform compliance on estate tax returns and fiduciary income tax returns
• Interpret wills and trusts pertaining to estate and fiduciary income tax returns
• Develop relationships with and earn sufficient respect from staff, peers, senior managers and partners
• Gain sufficient expertise within EGT practice to become technical expert
• Demonstrate sufficient success in business development with new and existing clients to justify admission into partnership
• Develop community and professional relationships through participation/leadership in civic organizations and professional associations
  
  

Please send resumes to jhoban@cpsjobs.com

• CPA/ MBT (MST) or CPA/JD/ LLM
• More than eight years of professional experience, with predominant and most recent experience at regional, national or Big 4 CPA firm
• Progressive record of promotion
• Successful in developing and mentoring staff toward promotion
• Experience defending clients in IRS audits
• Record of success in developing relationships within firm
• Experience with software pertaining to estate tax returns, estate planning, trust accounting and income tax returns
  
  

5 years or greater