Trust and Estate Senior Tax Staff

$80k to $110k

LA JOLLA, CA 92037Posted Oct 16, 2026

Against the United States typical range

Job description

Job Details: Job Location: 4180 LA JOLLA VILLAGE DRIVE SUITE 300

  • LA JOLLA, CA, Salary Range: $80000.00 - $110000.00Salary, Job description: Preparation of Gift, Estate and Trust tax returns Preparation of federal and state quarterly estimated tax payments Assist in tax planning for trust and individual income taxes Assist in researching estate, gift, and trust related issues Handle multiple engagements at one time and meet deadlines Ask appropriate questions when faced with difficulties Produce deliverables that are clear, concise, thorough and of professional quality Provide guidance and feedback to staff and interns Facilitate and partake in office trainings and mentorship program Dedicated to meeting and exceeding the expectations and requirements of clients Qualifications: Qualified candidates will possess the following: 3 or more years of experience in public accounting Undergraduate or graduate degree in Accounting or Tax CPA certification obtained or in progress, JD Excellent organization and time management skills Highly detail-oriented, organized and proactive Strong written and verbal communication skills with a client-service focus Strong computer skills; knowledge of CCH Axcess and Engagement a plus Technical skills reflective of experience An ability to work within a team framework and comfortable reporting to multiple people Our benefits include: Competitive salary Health, dental, vision, life, long-term disability insurance 401(k) plan New business and employee referral bonuses Professional dues Continuing education Free parking #LI-MS1

Description copied from Lavine, Lofgren, Morris & Engelberg's careers page. Read the full posting before you apply.

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