Tax Partner - Estates & Trust
About the role
We're looking for a seasoned Estates, Gifts & Trusts tax professional ready to step into a senior leadership role at a growing firm with real upward trajectory.
This is a compliance-led position at Director or Partner level — and that distinction matters. If the majority of your time is spent in planning and you're looking to keep it that way, this probably isn't the right fit. But if you thrive in the technical depth of compliance work, enjoy owning complex client relationships, and want a platform that could ultimately lead to heading up a practice — read on.
Responsibilities
- Leading compliance engagements
- Advising high-net-worth clients and their families
- Building trusted relationships with attorneys, financial advisors, and other allied professionals
- Engaging in business development activities
- Contributing to the shaping of the practice's direction
Requirements
- Director or Partner level experience in Estates, Gifts & Trusts
- CPA and MST credentials highly preferred
- A strong existing network with allied professionals (attorneys, wealth managers, family offices)
- Comfortable with public speaking and client-facing business development
- A compliance-focused background with the appetite to lead
Qualifications
Based in Southern California with the ability to commute to Irvine and Long Beach as needed
Skills
Compliance-focused background, technical expertise, client relationship management, business development skills, leadership potential
Benefits
The firm is highly regarded for its supportive, people-oriented culture, approachable leadership, and strong career development.
Pay
Equity, bonuses, and profit distribution
Schedule
Flexible schedule to accommodate commuting to Irvine and Long Beach as needed