Tax Manager - Trusts & Estates

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

Benefits offered by this job

Competitive base salary

Competitive bonus package

Flexible work schedules

401k matching

Generous PTO

Job summary

A growing CPA firm seeks a Tax Manager with expertise in Trusts & Estates. Located in Cape Coral, you will support tax services including compliance and research. Ideal candidates have 5+ years of experience in public accounting, a BS/BA in accounting, and hold a CPA or LLM. The firm offers a competitive salary, benefits, and hybrid/remote work options.

Qualifications

• 5+ years in public accounting tax role.
• Experience with tax compliance and research for Estates and Trusts (Form 706 / Form 709).
• CPA or LLM required.

Responsibilities

• Support tax services focused on Trusts & Estates.
• Collaborate with the team to grow client base and deliver high-quality service.

Skills

Tax compliance

Research for Estates and Trusts

Accounting

Client collaboration

Education

BS/BA in accounting or related field

Job description

Overview

Top Rated CPA firm in Miami with advancement opportunities as the firm continues to grow. Located in South Florida, we focus on HNW individuals, wealth management, audit, and complex business tax. We believe that putting employees first gives us a competitive edge and ensures clients have an excellent experience.

Job Details

Position: Tax Manager with expertise in Trusts & Estates who is interested in growing with us as we add new clients.

Compensation

Base pay range: $150,000.00/yr - $180,000.00/yr

Salary information provided by Jobot; final pay based on skills and experience. Talk with your recruiter to learn more.

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
• Recognized as a Best Places to Work for several consecutive years
• Recognized on list of fastest growing public accounting firms

Responsibilities (implied from description)

Support tax services focused on Trusts & Estates, including tax compliance and research related to Form 706 and Form 709. Collaborate with the team to grow client base and deliver high-quality service.

Qualifications

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

How to apply

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button and sending your resume.

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Jobot may perform background checks with your authorization. We consider qualified candidates with criminal histories in a manner consistent with applicable laws.

Job location

Cape Coral/Fort Myers, FL area