Senior Manager, Wealth Tax - Trusts & Estates

Bpbcpa; Fort Lauderdale (FL); On-site; USD 120,000 - 150,000; Full time

Job summary

A prominent accounting firm in Florida is seeking a Senior Manager of Tax Services for Private Wealth. This role involves advising high-net-worth individuals on complex fiduciary tax matters, leading engagements, and mentoring staff. Qualified candidates should have a Bachelor's degree, CPA, and at least eight years of experience in trust and estate taxation. Strong leadership and communication skills are essential. Benefit from a collaborative environment while expanding private client services.

Qualifications

• Minimum of eight (8) years of progressive experience in trust and estate taxation.
• Advanced knowledge of fiduciary income tax, estate and gift tax planning.
• Strong experience advising high-net-worth individuals and family offices.

Responsibilities

• Lead and review complex fiduciary, estate, and gift tax engagements.
• Act as a primary advisor to high-net-worth individuals and family offices.
• Design and implement advanced estate and gift tax strategies.

Skills

Fiduciary tax knowledge

Client advisory skills

Estate planning

Leadership

Communication

Education

Bachelor’s degree in Accounting or Finance

CPA

JD or LL.M. in Taxation

Job description

A prominent accounting firm in Florida is seeking a Senior Manager of Tax Services for Private Wealth. This role involves advising high-net-worth individuals on complex fiduciary tax matters, leading engagements, and mentoring staff. Qualified candidates should have a Bachelor's degree, CPA, and at least eight years of experience in trust and estate taxation. Strong leadership and communication skills are essential. Benefit from a collaborative environment while expanding private client services.