Estate and Trust Taxation Expert

6 days ago


Miami, Florida, United States Kaufman Rossin Full time
Job Summary

We are seeking a highly skilled Manager-level professional with Estate and Trust taxation experience to join our dynamic team in Boca Raton.

About Kaufman Rossin

Kaufman Rossin is a top accounting firm celebrated as the Best Place to Work in South Florida over a dozen times. Our foundation is "people first", prioritizing their development, and well-being. 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.

$85,000 - $120,000 per year

Our Estate and Trust group provides planning and tax compliance services to help clients optimize and protect assets for themselves and their heirs. We are committed to creating a culture that reflects the diversity of our firm and clients, embracing authenticity, understanding, acceptance, and celebration among all people.

About the Role

The ideal candidate will have:

  • 5+ years of related tax experience, within a public accounting firm or law firm
  • MS in Taxation with CPA licensure or law degree
  • Strong tax review experience (706, 709)
  • 1041 review and estate planning experience not required but is a plus

You will collaborate with clients' attorneys and other advisors, keeping up-to-date on current tax practices and changes in tax law. You will work closely with Principals to develop and maintain accountability for engagement budgets and staff utilization.

What We Offer

We offer a competitive salary range of $85,000 - $120,000 per year, a dynamic work environment, opportunities for growth and development, and a commitment to your well-being and success.

We are an equal opportunity employer, 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.



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