Tax Manager (Estate & Trust)

Kaufman Rossin
Boca Raton, FL, US
Full-time

Job Description

Job Description

Why We Stand Out

Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you!

As one of the top accounting firms in the country, our foundation is people first . In the words of James Kaufman, We prioritize our people, their development, and their well-being people see that management is caring and has a priority in their well-being.

Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.

Think you have what it takes?

How You’ll Contribute :

Kaufman Rossin is seeking a Manager-level professional with Estate and Trust income taxation experience to join our dynamic team in Boca Raton.

Our Estate and Trust group provides planning and tax compliance services to help our clients optimize and protect assets for themselves and for their heirs.

This important role includes leading client relationships, technical tax compliance and consulting work, and managing staff.

  • Manage annual compliance for estates and trusts, including income tax return (1041) review
  • Tax planning and research
  • Collaborate with clients’ attorneys and other advisors
  • Keep up to date on current tax practices and changes in tax law
  • Work closely with Principals to develop and maintain accountability for engagement budgets and staff utilization; meet expectations in a deadline-driven, fast-paced environment
  • Build collaborative relationships that foster a team environment
  • Develop knowledge of all firm services, vision, business strategies, and processes to build and enhance client relationships
  • Engage in ongoing personal development in line with the growth and development strategy

Requirements

What Skills You’ll Bring :

  • 5+ years of recent, related experience, with strong tax compliance and research background
  • CPA eligibility required
  • MS in Taxation preferred
  • Experience with 1040s, 709s, 706s, 1065s is a plus

How You'll Stand Out :

  • Self-starter with the ability to deal with multiple priorities
  • Strong team player and a commitment to high quality, detailed work
  • Passion for client service and strong communication skills
  • Ability to work overtime when needed

Benefits

We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients.

We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity.

Differences make unique varieties.

11 days ago
Related jobs
Promoted
VirtualVocations
Tamarac, Florida

A company is looking for a Tax Manager - Estate & Trust to join their Tax Practice Group. ...

Jobot
Boca Raton, Florida

Seeking a Tax Manager with expertise in Trust & Estates who's interested in growing with us as we continue to add new clients!. Experience with strong tax compliance and research background specific to Estates and Trusts (Form 706 / Form 709). Located in South Florida, we are a growing, full spectru...

Welsh & Associates
Boca Raton, Florida

As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust administration. Working within a law firm's tax or estate planning department, you will assist in structuring tax-efficient estate plans...

Philips Recruiting Services
Boca Raton, Florida

As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust administration. Working within a law firm's tax or estate planning department, you will assist in structuring tax-efficient estate plans...

Stratus Staffing
Boca Raton, Florida

As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust administration. Working within a law firm's tax or estate planning department, you will assist in structuring tax-efficient estate plans...

Withum
Boca Raton, Florida

Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Researching and consulting on various estate, gift, and trust related issues, such as trust...

bizjobz LLC
Boca Raton, Florida

As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust administration. Working within a law firm's tax or estate planning department, you will assist in structuring tax-efficient estate plans...

Markent Personnel
Boca Raton, Florida

They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their New York office. The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an LL. Provide high-quality legal advice and serv...

Corps Partners
Boca Raton, Florida

They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their Florida office. The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an LL. Provide high-quality legal advice and servi...

Diamond Tax Recruiting
Boca Raton, Florida

To be a valued member of Anchin’s real estate team as tax and business advisor delivering real estate industry-focused tax advisory and compliance services. Tax Senior Manager, Real Estate             . You will become a trusted advisor to the clients you serve by providing solutions to a variety of...