Tax Director – Trust & Estate

Citrin Cooperman

Tax Director managing tax compliance and consulting for trust & estate clients with robust CPA firm. Driving client relationships while overseeing junior staff and mentoring team.

Posted 6/30/2026full-timeSan Diego • California • 🇺🇸 United StatesLead💰 $120,000 - $240,000 per yearWebsite

About the role

Key responsibilities & impact

Review of tax returns, tax workpapers and tax projections
Possess strong technical skills in partnerships, C-corporations and S-corporations (knowledge in individual taxation a plus)
Provide effective consulting, planning and compliance for your clients
Perform tax research to resolve issues
Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues
Work to expand client base and supports business development activities
Participate in industry or service line-related organizations
Maintain strong relationships with a highly proactive approach to serving clients
Coordinates with partner to ensure timeliness and effective communication for proper planning of project
Coaching, mentoring, and training staff
Maintaining knowledge of new tax issues and general business trends that affect the client

Requirements

What you’ll need

Bachelor’s degree in Accounting required
Master’s in Taxation is preferred
CPA preferred
10+ years of progressive public accounting experience
Excellent written and verbal communication skills
Capable of managing multiple client engagements
A track record of building and sustaining client relationships and high-quality client service
Outstanding analytical, organizational and project management skills
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office

Benefits

Comp & perks

Competitive compensation
Benefits
Flexibility to manage your personal and professional life

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Tax ComplianceTax PlanningPartnership TaxationC-Corporation TaxationS-Corporation TaxationAnalytical SkillsOrganizational SkillsConsulting SkillsBusiness DevelopmentClient Engagement

Soft Skills

Excellent Communication SkillsCoachingMentoringProactive Client ServiceTeam Collaboration

Certifications

Bachelor’s Degree in AccountingMaster’s in TaxationCPA Preferred