Tax Manager

2 days ago


Melbourne, Florida, United States Carr Riggs & Ingram Full time
Tax Manager - Trust and Estate

Carr Riggs & Ingram is a dynamic and forward-thinking accounting firm that values its employees' career growth and work-life balance. We invite you to explore our opportunities and learn how we can help you shape your future.

This is an excellent opportunity to advance to Partnership and take on new challenges in the field of fiduciary tax and estate planning.

Key Responsibilities:
  • Prepare and review 1041 trust and estate income tax returns
  • Prepare fiduciary accountings and demonstrate knowledge of state statutes
  • Analyze tax issues and provide expert conclusions
  • Perform diversified accounting and tax assignments under the direction of a senior manager or partner
  • Meet time constraints and client deadlines
  • Participate in firm training courses to further develop technical skills and ability to train others
  • Provide excellent client service by producing quality work, quick turnaround, and attentive service
Qualifications:
  • Must have fiduciary experience, with law firm or trust department experience considered
  • 5+ years of experience in preparation and review of 1041, 706, and 709 returns, high net worth 1040 preparation, and planning affecting estate and gift tax returns
  • Experience with preparation and review of GST issues associated with 706, 709, 706-GS (D), and 706 GS (T) filings
  • CPA designation, with EA, CFTA, CFP, PFS, and PFP designations strongly preferred

Carr Riggs & Ingram offers a comprehensive benefits package and a culture that values work-life balance and employee growth. We are an equal opportunity employer and welcome applications from qualified candidates. Please visit our careers site for more information on our benefits and culture.


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