Talent.com
serp_jobs.error_messages.no_longer_accepting
Trust & Estates Associate

Trust & Estates Associate

JobotNaples, FL, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Tax Manager needed ASAP for a Minority Owned Growing Remote firm!

This Jobot Job is hosted by : Andrew Kraig

Are you a fit? Easy Apply now by clicking the "Apply" button

and sending us your resume.

Salary : $120,000 - $155,000 per year

A bit about us :

We are passionate about helping small business and entrepreneurs with their accounting needs and find tax strategies to save on their taxes. Our mission is to help small business and individuals pay the least amount of taxes via tax planning while being compliant with IRS tax laws. Our firm works solely with small business owners and high net worth individuals to properly plan for their taxes, throughout the year, and get the chance to showcase real tax savings when we file their return.

Why join us?

  • 100% paid for Medical and Dental insurance
  • Competitive salary and overall compensation package
  • 401 (k) with generous company match
  • Life Insurance coverage
  • Generous PTO, vacation, sick and holidays
  • Work Remote permanently

Job Details

  • Work Remote
  • Responsibilities :

  • Be able to Prepare and Review business and personal tax returns for small business clients from initial meeting through delivery and filing of returns (Basic data entry of the tax return will already be done for you by our offshore team)
  • Communicate with clients about required missing tax documents to finalize Tax Returns
  • You'll be submitting the prepared / reviewed tax returns to the Tax Manager for their final review.
  • Clear comments assigned by Tax Manager
  • Meet with the client before the final sign off of the tax return to go over the numbers with them and answer any questions they may have.
  • Ensure that the tax planning strategies identified by the Tax Manager has been applied to the tax returns
  • You want to get promoted to a Tax Manager Role in a year or two.
  • You have a solid understanding of how the tax code works
  • You'd have an opportunity to learn tax planning strategies for our clients and learn how you can help a client save tens of thousands in taxes even if they are currently working with a CPA Firm.
  • You should have most of the following :

  • Must currently have a job in public accounting
  • Must have extensive experience in preparing Business (1120S & 1065) and Personal (1040) tax returns in a public accounting firm currently
  • Experience in supervising a staff
  • Attention to detail, strong organizational skills
  • A CPA license, an enrolled agent is highly preferred.
  • Prior Remote Working Experience preferred
  • An insatiable hunger to find way for our clients to save money on taxes
  • Folks that do not have a job currently in public accounting or have side self employed gigs will not be considered.
  • 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.

    Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

    By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy

    serp_jobs.job_alerts.create_a_job

    Trust Associate • Naples, FL, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Trust & Estates Associate

    Trust & Estates Associate

    JobotNaples, FL, US
    serp_jobs.job_card.full_time
    Trust & Estates Associate needed for well known firm with over 100 years in business!.This Jobot Job is hosted by : Colleen Gormley. Are you a fit? Easy Apply now by clicking the "Apply Now&...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Estate Planning Attorney

    Estate Planning Attorney

    JobotNaples, FL, US
    serp_jobs.job_card.full_time
    Elevate your career with a firm that champions your growth and values your expertise.This Jobot Job is hosted by : Hunter Dahlstrom. Are you a fit? Easy Apply now by clicking the "Apply Now"...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Real Estate Attorney

    Real Estate Attorney

    JobotNaples, FL, US
    serp_jobs.job_card.full_time
    Help lead real estate deals in paradise — sunshine, big transactions, and zero state income tax.This Jobot Job is hosted by : Hunter Dahlstrom. Are you a fit? Easy Apply now by clicking the &qu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Real Estate Sales Specialist

    Real Estate Sales Specialist

    Gulf Pointe PropertiesEstero, FL, US
    serp_jobs.job_card.full_time
    Fantastic opportunity here in local Real Estate!.We are looking for a go-getter Real Estate Sales Agent!.Want to make a lot of money and work with talented people? Love helping people find the home...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Real Estate Sales Agent

    Real Estate Sales Agent

    RE / MAX TrendBonita Springs, FL, US
    serp_jobs.job_card.full_time
    Ready to take a big step in your real estate career? Get set to grow with RE / MAX Trend.At RE / MAX Trend, we do things differently. We’re focused on action and results.Our team is built on stron...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    International Estate Planning Attorney - CT or FL

    International Estate Planning Attorney - CT or FL

    JobotNaples, FL, US
    serp_jobs.job_card.permanent
    Join one of the largest trusts and estates practices in the United States!.This Jobot Job is hosted by : Colleen Gormley. Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Trust & Estates Paralegal

    Trust & Estates Paralegal

    CyberCodersNaples, FL, US
    serp_jobs.job_card.full_time
    We are seeking an experienced Trust and Estates Paralegal to join our Naples office within the Private Wealth Management practice group. The ideal candidate will support attorneys in all aspects of ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Trust & Estates Attorney

    Trust & Estates Attorney

    CyberCodersNaples, FL, US
    serp_jobs.job_card.full_time
    We are a globally connected law firm with a strong presence in Naples, Florida, offering comprehensive legal services to clients worldwide. We are seeking a skilled Trust and Estates Attorney to joi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Trusts & Estates Attorney

    Trusts & Estates Attorney

    GpacNaples, Florida, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    The #1 Recruiting Firm in the Nation).This is a prime opportunity to join a nationally recognized group as part of their long-term succession planning and growth strategy.The ideal candidate will b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Estate Planning, Probate & Trust Administration Paralegal

    Estate Planning, Probate & Trust Administration Paralegal

    Safe Harbor Law FirmBonita Springs, FL, US
    serp_jobs.job_card.full_time
    We are seeking a highly motivated.Estate Planning, Probate & Trust Administration Paralegal.In this role, you will manage & support the probate & trust admin department under the superv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Trust, Estate & Probate Paralegal

    Trust, Estate & Probate Paralegal

    GpacNaples, Florida, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Actively interviewing - APPLY NOW!!.Trust, Estate & Probate Paralegal / Legal Assistant.Estates & Trusts Practice Group.This role is ideal for a detail-oriented, organized professional who th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Trust & Estates Senior Associate Attorney (248 / o)

    Trust & Estates Senior Associate Attorney (248 / o)

    Denovo ReviewNaples, FL, US
    serp_jobs.job_card.full_time
    Nationwide, multidisciplinary AmLaw 200 firm is seeking a talented Senior Associate Attorney to join their esteemed Trust, Estate & Wealth Preservation group. The firm offers a supportive and in...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Trust, Estate & Wealth Preservation Attorney

    Trust, Estate & Wealth Preservation Attorney

    GpacNaples, Florida, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Join a prestigious law firm with a dynamic Trusts, Estates & Wealth Preservation practice located in beautiful Naples, Florida. We are seeking a mid- to senior-level Associate Attorney to provid...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Real Estate Associate

    Real Estate Associate

    5 LegalNaples, FL, US
    serp_jobs.job_card.full_time
    AmLaw 200 legal services provider seeks a highly-qualified Mid-level Associate to join its Real Estate team.FEFF;The ideal candidate should have at least 5 years of experience in commercial real es...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Court Sports Assistant

    Court Sports Assistant

    Sundial Beach Resort & SpaSanibel, FL, US
    serp_jobs.job_card.full_time
    The Sundial Beach Resort & Spa.The ideal candidate for this position will have flexibility to assist when needed for special events, filling in for staff as needed and enjoy being around others...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Looking for the ultimate side hustle?

    Looking for the ultimate side hustle?

    Survey AuthorityImmokalee, FL, US
    serp_jobs.job_card.full_time
    Earn cash by matching with real companies that pay you for your opinions.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Trust & Estate Associate Attorney

    Trust & Estate Associate Attorney

    GpacNaples, Florida, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Actively interviewing - APPLY NOW!!.Now Hiring : Trust, Estate & Wealth Preservation Associate Attorney – Naples, FL.Join a prestigious firm with a dynamic Trusts, Estates & Wealth Pre...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Trust, Estate & Wealth Preservation Associate Attorney

    Trust, Estate & Wealth Preservation Associate Attorney

    GpacNaples, Florida, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Trust, Estate & Wealth Preservation Associate Attorney – Naples, FL.A well-established regional law firm is seeking a skilled mid- to senior-level Associate Attorney to join our dynamic T...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Estate, Trust & Probate Associate Attorney

    Estate, Trust & Probate Associate Attorney

    GpacNaples, Florida, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Actively interviewing - APPLY NOW!!.Salary will be based on the candidate’s experience and other job-related factors, in accordance with applicable law. Trusts, Estates & Wealth Preservati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Assistant Professor of Politics

    Assistant Professor of Politics

    InsideHigherEdAve Maria, Florida, United States
    serp_jobs.job_card.full_time
    The Department of Politics of Ave Maria University in Ave Maria, Florida, invites applications for a full-time position in politics at the rank of assistant professor to begin Fall of 2026.Applican...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30