Trust and Estate Tax Supervisor
2 hours ago
We are seeking a highly skilled Trust and Estate Tax Supervisor to join our team at Withum. As a key member of our Tax Services Group, you will be responsible for leading complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Your expertise will also be utilized in providing tax planning and consulting to our firm's high net worth clients for estate and individual income taxes.
Key Responsibilities:
- Review and prepare complex gift, estate, and fiduciary income tax returns
- Provide tax planning and consulting services to high net worth clients
- Research and consult on various estate, gift, and trust-related issues
- Identify additional estate and income tax planning opportunities for clients
- Oversee billing and collections of clients
- Manage, coach, and mentor staff, seniors, and supervisors
Requirements:
- Bachelor's degree in accounting or related field
- CPA license or plan to obtain license
- At least 4 years of public accounting experience
- Exceptional client service and communication skills
- Ability to manage multiple engagements and competing projects
What We Offer:
- Competitive compensation package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
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Tax and Estate Planning Supervisor
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Tax and Estate Planning Supervisor
1 month ago
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Boca Raton, Florida, United States Plona Partners Full time{"title": "Legal Secretary for Trusts and Estates", "content": "Job SummaryWe are seeking a highly skilled Legal Secretary to join our team at Plona Partners. As a Legal Secretary for Trusts and Estates, you will provide administrative support to our attorneys, ensuring the smooth operation of our trust and estate practice.Key ResponsibilitiesPrepare and...
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Boca Raton, Florida, United States Legal Search Solutions Inc Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Legal Assistant/Executive Assistant to join our team at a prestigious law office in Boca Raton. The ideal candidate will have experience working in a law firm and possess excellent organizational skills, attention to detail, and the ability to excel in a fast-paced...
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Tax Manager
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Boca Raton, Florida, United States Kaufman Rossin Full time{"h1": "Estate and Trust Tax Manager Role at Kaufman Rossin ","p": "At Kaufman Rossin, we prioritize our people and their development. We are 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...
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