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December 17, 2020

CA Proposition 19 and the Qualified Personal Residence Trust

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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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