Tax Manager - Trust, Estates, Gift Tax

Jobot; Miami (FL); Hybrid; USD 150,000 - 180,000; Full time

Benefits offered by this job

Hybrid/Remote options

401k matching

Generous PTO

Company paid continued education

Competitive bonus package

Competitive base salary

Extremely competitive benefits package

Billable hours lower than industry

Job summary

Jobot in Miami seeks a Tax Manager with expertise in Trust & Estates to grow with the firm as it expands its client base. You will lead tax engagements, supervise staff, and advance the firm's estate and trust tax practice.

The role requires a CPA or LLM, 5+ years in public accounting tax, and a strong background in Form 706/709 compliance and research. Hybrid/remote options and competitive compensation are available.

Qualifications

• BS/BA in accounting or related field.
• 5+ years in public accounting tax role.
• Experience with Estates and Trusts tax (Form 706 / Form 709).
• CPA or LLM required.

Responsibilities

• Oversee tax compliance and research for Estates & Trusts.
• Lead client engagements and manage billing milestones.
• Mentor junior staff and ensure quality of deliverables.

Skills

Estate & Trusts tax

Tax compliance

Tax research

Education

BS/BA in accounting or related field

CPA or LLM

Tools

Form 706 / Form 709

Job description

Job details:

Top Rated CPA firm in Miami!
This Jobot Job is hosted by: Albert Simons
Salary: $150,000 - $180,000 per year

A bit about us:

Located in South Florida, we are a growing, full spectrum firm that focuses on HNW Individuals, Wealth Management, Audit and complex Business Tax. We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience! Over the years our reputation for providing our people with the very best has caught the eye of some reputable companies and individuals who have chosen to use us as their top tier partner!

Why join us?

• Billable hours lower than industry averages!
• Competitive Base Salary!
• Competitive Bonus Package!
• Extremely Competitive Benefits Package!
• % benefits covered for employee
• Flexible Work Schedules!
• Accelerated Career Growth!
• Hybrid/Remote Options!
• 401k Matching!
• Generous PTO!
• Company paid Continued Education!

Job Details

Seeking a Tax Manager with expertise in Trust & Estates who's interested in growing with us as we continue to add new clients!

Qualifications:

• BS/BA in accounting or related field
• 5+ years in public accounting tax role
• Experience with strong tax compliance and research background specific to Estates and Trusts (Form 706 / Form 709)
• CPA or LLM required

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.

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