Estate Taxation Manager
1 week ago
We are seeking a skilled Estate Taxation Manager to join our dynamic team in Boca Raton. Our Estate and Trust group provides planning and tax compliance services to help clients optimize and protect assets for themselves and their heirs.
This important role includes leading client relationships, technical tax compliance and consulting work, and managing staff. Key responsibilities include:
- 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
Requirements
To be successful in this role, you will need:
- 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
Benefits
We offer a competitive salary and benefits package, including an estimated $120,000 - $180,000 per year, depending on experience. We also provide opportunities for professional growth and development, as well as a supportive and inclusive work environment.
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