Tax Manager - Estates/Trust ( Hybrid )

Australia-Employment; Sarasota (FL); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Leadership

Client relationships

Tax planning

Tax research

Communication

Time management

Mentoring

Education

Bachelor's degree in Accounting/Finance

CPA certification preferred

Master's in Taxation preferred

Job description

Tax Manager - Estates/Trust ( Hybrid )

$110000 - $140000 per year | Sarasota, FL | On-site | Permanent

A bit about us:

Our client is a well-established accounting and advisory firm that has provided top-tier financial and consulting services to individuals and businesses for over 50 years. Recognized for their personalized client approach, they combine technical expertise with a deep understanding of industry trends to support their clients’ evolving needs. They offer specialized services across areas such as tax consulting, estate planning, forensic accounting, and more. With a commitment to excellence and community involvement, they strive to empower clients with insightful, strategic guidance tailored to foster growth and financial stability.

Why join us?

• 37.5 work week (compensation is based of 37.5 work week)
• 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

Job Details

We are seeking a dynamic and experienced Tax Manager to join our team in the Accounting and Finance industry. This is a unique opportunity to lead a team and manage a book of business in a fast-paced, high-growth environment. The successful candidate will be responsible for overseeing all tax-related activities, including tax planning, compliance, and research. This position requires a deep understanding of tax laws and regulations, and the ability to apply this knowledge in a practical and strategic way. The ideal candidate is a strategic thinker, a problem solver, and a leader who can effectively manage and mentor a team.

Responsibilities:

• Lead and manage the tax team to ensure the efficient and timely delivery of tax services to our clients.
• Oversee the preparation and review of tax returns for high net worth individuals, trusts, estates, and gifts.
• Manage and grow a book of business by developing and maintaining strong relationships with clients.
• Provide strategic tax planning and consulting services to clients, including advising on potential tax implications of business decisions.
• Conduct research on complex tax issues and provide clear and concise explanations and recommendations.
• Ensure compliance with federal, state, and local tax laws and regulations.
• Collaborate with other departments and team members to ensure the accuracy and completeness of financial statements and reports.
• Develop and implement tax strategies and policies that minimize tax liabilities and maximize tax savings.
• Stay abreast of changes in tax laws and regulations and ensure that the team is updated on these changes.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or a Certified Public Accountant (CPA) certification is highly preferred.
• A minimum of 7 years progressive experience in public accounting, with a focus on tax.
• Proven experience in managing a book of business and leading a team.
• In-depth knowledge of tax laws and regulations related to high net worth individuals, trusts, estates, and gifts.
• Strong analytical skills, with the ability to interpret and apply complex tax laws and regulations.
• Excellent leadership and team management skills, with the ability to mentor and develop team members.
• Exceptional client service skills, with the ability to build and maintain strong client relationships.
• Strong organizational skills, with the ability to manage multiple projects and meet deadlines.
• Excellent communication skills, with the ability to clearly explain complex tax issues to clients and team members.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.