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Available Positions:

Estates and Trusts Tax Director

Full-time Position – Hybrid In office 3 days a week per week – Irvine, CA

Salary Range: $150,000-$200,000+ (depending on experience)

Job Description:

Wright Ford Young is seeking a motivated and experienced Tax Director for their Estates and Trusts group. Position will be determined based on your qualifications and experience.

*Please note on your resume the approximate number of trust, gift and estate tax returns you have reviewed or signed in the last year.*

Responsibilities:

• Review complex individual, trust, gift, estate and non-profit returns
• Review year-end tax projections
• Oversee and review complex tax engagements with little to no supervision
• Involved in drafting of client proposals and fee estimates with partners
• Manage multiple clients, projects (billable and administrative), budgets and production goals
• Attend team and client meetings in person as needed
• Serve as a technical resource for significant or high-risk matters
• Lead major client relationships and strategic estate and trust tax planning initiatives
• Manage IRS and state audits through the protest level
• Ensure technical accuracy and quality control
• Identify and support opportunities for new or additional business
• Mentor and develop tax team members
• Preparation of client billings
• Maintain technical expertise through continuing education and professional organizations
• Representing the Firm to clients
• Embrace and live our WFY culture and core values; ability to drive change, inspire and influence the tax team
• Ability to discern and exchange information with coworkers and clients

Requirements:

• 10+ years of experience in public accounting preparing/reviewing individual, trust, estate and gift tax returns
• BA/BS 4 year degree in accounting or related field
• CPA, EA or JD license required
• Strong sense of ownership for delivering high-quality service and excellent customer service, team-building and time management skills
• Clear, concise, professional and thorough verbal and written communication skills
• Technical competencies must include experience with Microsoft Office, specifically Word and Excel
• Ability to operate office equipment including computer, printer, copier, and phone
• Experience with CCH Axcess is a plus.
• Able to work independently from home but can work in the office everyday if you choose.  Must work in office 3 days a week.
• May be required to move or carry files and documents, typically less than 20 pounds

Benefits:

• Competitive compensation
• Paid vacation and holidays
• Career growth
• Participation in our retirement plan
• Medical, Dental, Vision, and Pet Insurance
• Group Term Life Insurance
• FSA and/or HSA

Disclaimer:

Nothing in this position description is intended to reflect management’s assignment of essential functions, nor does it restrict or limit the tasks that may be assigned. Position descriptions are subject to change at any time.

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