Taxation Specialist

7 days ago

Boca Raton, Florida, United States Kaufman Rossin Full time
Job Overview

We are seeking an experienced Manager-level professional with a strong background in Estate and Trust income taxation to join our dynamic team in Boca Raton.

Role Summary

This important role includes leading client relationships, technical tax compliance and consulting work, and managing staff. You will be responsible for managing annual compliance for estates and trusts, including income tax return (1041) review, tax planning and research, collaborating with clients' attorneys and other advisors, and staying up-to-date on current tax practices and changes in tax law.

Key Responsibilities
  • Manage annual compliance for estates and trusts, including income tax return (1041) review
  • Tax planning and research
  • Collaborate with clients' attorneys and other advisors
  • Stay 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

To succeed 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 range of $120,000 - $180,000 per year, depending on experience, as well as a comprehensive benefits package, including health insurance, retirement plan, and paid time off. We also offer opportunities for professional growth and development, and a dynamic and supportive work environment.

About Kaufman Rossin

Kaufman Rossin is a top accounting firm in the country, known for its commitment to people-first culture and dedication to creating a diverse and inclusive workplace. We have grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Our foundation is built on prioritizing our people, their development, and their well-being, and we celebrate individuality and promote a culture of respect and understanding.

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