Attorney, Trust Administration (Pasadena)

Jobot
Pasadena, CA
Growing CPA Firm - Leadership and Development Accolades - Hybrid Environment 2-in 3-out

This Jobot Job is hosted by: Dan Urbaniak
Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume.
Salary: $85,000 - $120,000 per year

A bit about us:

This role is with a growing CPA/Accounting firm in the Western Philly suburbs with leaders who have been recognized with a number of awards received from NAIOP and PICPA.

Why join us?

This organization has a diverse team who know how to have fun but also support their clients. Immediate hire, someone who want to have flexibility to work some days from home, earn a high income, and develop their careers down the management path, work is important but not everything in life we are looking for people attracted to our culture who want to be here for the long term!

Job Details

Client Management:
  • Serve as primary client contact, building trust and providing exceptional service
  • Conduct client meetings to gather tax information and discuss strategies
  • Identify and offer tailored tax solutions and savings opportunities
  • Tax Compliance and Preparation
  • Prepare and review tax returns for diverse entities (businesses, individuals, trusts)
  • Analyze financial data to maximize deductions, credits, and incentives
  • Stay current with tax law changes to ensure compliance
Research and Analysis:
  • Conduct complex tax research and interpret regulations
  • Analyze tax implications of business transactions
  • Prepare technical memos and recommendations
  • Team Collaboration
  • Collaborate across practice areas
  • Mentor junior staff
  • Contribute to a positive work environment
Qualifications
  • Bachelor's in accounting/finance; CPA preferred
  • 3+ years tax/accounting experience
  • Comprehensive tax law knowledge
  • Proficient in tax software and Microsoft Office
  • Strong communication and analytical skills
  • Ability to manage multiple priorities

Interested in hearing more? Easy Apply now by clicking the Apply button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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Posted 2026-03-12

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