Tax Manager

4 days ago


Melbourne, Florida, United States Carr Riggs & Ingram Full time
Tax Manager Job Description

Carr Riggs & Ingram is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for preparing and reviewing 1041 trust and estate income tax returns, as well as fiduciary accountings and tax issues.

Key Responsibilities:
  • Prepare and review 1041 trust and estate income tax returns
  • Prepare fiduciary accountings and analyze tax issues
  • Perform diversified accounting and tax assignments under the direction of a senior manager or partner
  • Demonstrate competency in technical skills, work quality, and application of professional and firm standards
  • 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
  • Trust department or accounting firm family private office fiduciary tax and/or administration experience considered
  • Experience with preparation and review of GST issues associated with 706, 709, 706-GS (D), and 706 GS (T) filings
  • CPA designation required, with EA, CFTA, CFP, PFS, and PFP designations strongly preferred

Carr Riggs & Ingram offers a comprehensive benefits package and a dynamic work environment that unites professional passions with individual personal pursuits. If you are a motivated and experienced Tax Manager looking for a new challenge, we encourage you to apply.


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