Taxation Expert for Estate and Trusts

7 days ago


Miami, Florida, United States Kaufman Rossin Full time
About Kaufman Rossin

We are a top accounting firm with a strong focus on people development and well-being.

Our company culture is built around prioritizing our employees' growth and happiness, leading to our recognition as one of the Best Places to Work in South Florida multiple times.

Current Opportunity

We are seeking an experienced Tax Manager to join our dynamic team in Boca Raton. This role will involve working closely with clients' attorneys and other advisors to provide estate and trust tax compliance services.

Responsibilities
  • Review and prepare estate (706) and gift (709) tax returns, as well as income tax returns for estates and trusts (1041)
  • Analyze trust documents to determine income tax status, including grantor versus non-grantor and simple versus complex trusts
  • Collaborate with clients' legal teams to ensure accurate and efficient tax planning
  • Stay up-to-date on current tax laws and regulations, applying this knowledge to optimize client results
  • Work closely with Principals to manage engagement budgets and staff utilization, meeting expectations in a fast-paced environment
  • Conduct research projects related to estate and trust taxation
  • Foster a collaborative team environment through effective communication and relationship-building
  • Develop expertise in all firm services, vision, business strategies, and processes to enhance client relationships
Requirements
  • At least 5 years of experience in tax review, preferably within a public accounting or law firm setting
  • A Master's degree in Taxation, combined with CPA licensure or a law degree
  • Strong experience with tax reviews for estates and trusts, including familiarity with Form 706 and Form 709
  • Prior experience with 1041 tax returns and estate planning is desirable but not required
  • A proven ability to work effectively in a team environment and deliver high-quality results under pressure
  • A self-motivated individual with excellent communication skills, able to build strong relationships with clients and colleagues alike
Benefits

We offer a competitive salary range of $120,000 - $180,000 per year, depending on experience, along with opportunities for professional growth and development.



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