Estate & Trust Manager (CPA)

Walpole & Co., LLP is a successful, full-service CPA firm with over 40 team members, located in Goleta, a beautiful California coastal community in Santa Barbara County. Walpole offers a broad range of services including Income Tax preparation & planning, Estate & Trust, Audit & Review Accounting services, Wealth Management & Information Technology Solutions.

We are looking for a Manager with a strong background in Estate & Trust. The position offers opportunities for advancement with excellent benefits. As a CPA for the Estate & Trust Team, you will have a unique opportunity to collaborate with a growing team of professionals with the needed expertise to accomplish client goals.

Essential Duties and Responsibilities

• Review and prepare complex Estate & Trust tax returns
• Review court accountings
• Estate &Trust planning including analysis of estate and trust documents
• Proficient in individual taxes & planning
• Good communication skills with clients & team members

• Identify and address client needs
• Review and prepare complete, well-documented sets of working papers in support of tax return preparation process
• Manage multiple existing Walpole clients relationships
• Prepare various written correspondence with clients and tax authorities
• Develop new client relationships
• Perform tax research and planning

Desired Skills and Experience

• Licensed CPA
• Minimum 10-15 years’ experience with a CPA firm
• Background experience in the Estate & Trust field

Other Qualifications

• Team player and collaborative; uses resources of the firm
• Well-developed interpersonal and communication skills – able to build trusted relationships
• Very good judgment
• Attention to detail and accuracy

Our commitment to strategic growth provides many opportunities for select candidates to become a part of our dynamic team. The essence of who we are and what we do comes to life through the experience we deliver to our clients every day. As associates, we lean on each other’s experience, learn from each other’s expertise and know that only together will we help our clients achieve great things. If this resonates with you, we invite you to apply.

Walpole offers a competitive salary and benefits package.

Benefits:

• Health insurance
• Dental insurance
• Vision insurance
• Retirement plan
• Paid time off
• Professional development assistance
• Tuition reimbursement

For consideration, please submit a cover letter & resume.

To learn more, visit our website at www.WalpoleCPA.com

Job Type: Full-time

Pay: $175,000.00 - $225,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Work Location: One location

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