Tax Manager, Trust & Estate — Client‑Focused Leader

Gerson, Preston, Klein, Lips, Eisenberg & Gelber, PLLC; Boca Raton (FL); On-site; USD 80,000 - 100,000; Full time

Job summary

A certified public accounting firm is seeking highly motivated Tax Managers to join its dynamic Tax Services division. This role focuses on improving tax efficiencies and ensuring compliance while providing support to clients. Candidates should have a Bachelor's degree in Accounting or Taxation and prefer CPA licensure. Excellent analytical, technical, and communication skills are essential. Experience with tax preparation software and managing multiple projects is critical for success in this team-oriented environment.

Qualifications

• Bachelor’s degree in Accounting or Taxation; Master's degree is a plus.
• CPA License or eligibility preferred.
• Experience using tax preparation software and applications.

Responsibilities

• Review tax returns for individuals, partnerships, and corporations.
• Manage engagements, resources, people, and client expectations.
• Establish engagement project budgets and due dates.

Skills

Analytical skills

Technical skills

Communication skills

Relationship management

Education

Bachelor’s degree in Accounting or Taxation

Master’s degree in taxation

CPA License or eligibility

Tools

Tax preparation software

Job description

A certified public accounting firm is seeking highly motivated Tax Managers to join its dynamic Tax Services division. This role focuses on improving tax efficiencies and ensuring compliance while providing support to clients. Candidates should have a Bachelor's degree in Accounting or Taxation and prefer CPA licensure. Excellent analytical, technical, and communication skills are essential. Experience with tax preparation software and managing multiple projects is critical for success in this team-oriented environment.