Strategic Tax Manager - Estates & Trusts (Hybrid)

Jobot; Sarasota (FL); Híbrido; USD 110.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

37.5 work week (compensation is based)

Bonus based on performance

401(k) matching

Competitive salary

Dental insurance

Flexible schedule

Free food & snacks

Health insurance

Opportunity for advancement

Paid time off

Parental leave

Training & development

Tuition assistance

Vision insurance

Descripción de la vacante

Jobot seeks a dynamic Tax Manager to lead estates and trusts engagements in Sarasota, FL. This hybrid role oversees tax planning, compliance, and research for high net worth clients while mentoring a growing team.

The ideal candidate has a CPA (preferred), at least 7 years in public accounting with a focus on tax, and a proven track record in managing a book of business and client relationships. Competitive compensation and comprehensive benefits await.

Formación

• Bachelor's degree in accounting or related field required or equivalent.
• CPA certification preferred with strong tax background.
• Experience in high net worth estate/trust taxation and partnership returns.

Responsabilidades

• Lead and mentor tax team to deliver timely tax services.
• Oversee tax returns for estates, trusts, and gifts for high net worth clients.
• Grow a book of business through client relationships.
• Provide strategic tax planning and consulting services.
• Conduct complex tax research and provide recommendations.
• Ensure compliance with federal, state, and local tax laws.
• Collaborate across departments to ensure accurate financial reporting.
• Develop and implement tax strategies to minimize liabilities.
• Stay updated on changes in tax regulations.

Conocimientos

Leadership

Client relationships

Tax planning

Tax research

Communication

Time management

Mentoring

Educación

Bachelor's degree in Accounting/Finance

CPA certification preferred

Master's in Taxation preferred

Descripción del empleo

Jobot seeks a dynamic Tax Manager to lead estates and trusts engagements in Sarasota, FL. This hybrid role oversees tax planning, compliance, and research for high net worth clients while mentoring a growing team.

The ideal candidate has a CPA (preferred), at least 7 years in public accounting with a focus on tax, and a proven track record in managing a book of business and client relationships. Competitive compensation and comprehensive benefits await.