Trust & Estate Tax Manager (CPA or Attorney)

Miles & Thirion CPA Firm, Inc.; Sarasota (FL); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health and life insurance

Dental & Vision insurance

401(k) and 401(k) match

Paid vacation

Job summary

Miles & Thirion CPA Firm, Inc. in Sarasota, Florida, seeks a Trust & Estate Tax Manager (CPA or Attorney) to lead complex fiduciary tax engagements.

You will guide planning, preparation, and compliance for estates, trusts, and individuals, with emphasis on Form 1041, 706, and 709, and related returns. The ideal candidate has a CPA or JD with active bar membership and 10+ years in trust and estate tax, with strong knowledge of tax law and related software.

Qualifications

• Active CPA license, or JD from an accredited law school with active bar membership
• Minimum of 10+ years of tax, accounting, and finance experience relevant to trust and estate work
• Master’s degree in Accounting, Taxation (MST), or LL.M. in Taxation preferred
• Trust and estate accounting and tax return experience is a must
• Strong knowledge of tax law and tax accounting, with experience preparing and reviewing returns for corporations, partnerships, individuals, estates, and trusts, including Forms 1120/1120-S, 1065, 1040, 1041, 706, and 709
• Highly proficient with QuickBooks and/or similar bookkeeping software
• Experience with CCH Axcess Tax, Fixed Assets, and Research, or similar tax preparation and research software
• Strong client communication skills, with the ability to explain technical matters clearly
• Enthusiastic, conscientious, dedicated, ethical, and a team player

Responsibilities

• Manage trust, estate, and individual tax return preparation, tax reporting, and tax compliance
• Prepare and review fiduciary income tax returns for estates and trusts (Form 1041)
• Prepare and review federal estate tax returns (Form 706) and gift tax returns (Form 709)
• Prepare and review individual (Form 1040), corporate (Forms 1120/1120-S), and partnership (Form 1065) income tax returns, as well as related state and local returns
• Review and sign off on returns prepared by staff, and prepare complex returns
• Interpret wills, trusts, and estate law and apply them to tax reporting and compliance
• Identify client tax implications and planning opportunities
• Review accounting records, general ledgers, account reconciliations, and financial statements for accuracy
• Research complex tax issues, and supervise and mentor staff
• Communicate with clients and their attorneys, financial advisors, and trustees
• Coordinate engagements, respond to notices, and support audits as needed

Skills

Client communication

Ethical teamwork

Education

Master’s degree in Accounting/Taxation

CPA or JD with bar

Tools

QuickBooks

CCH Axcess Tax

Fixed Assets/Research software

Job description

Trust & Estate Tax Manager (CPA or Attorney), Forms 1041, 706, 709

Miles & Thirion CPA Firm | Sarasota, Florida

About Us

Award-winning Miles & Thirion CPA Firm is one of Sarasota, Florida’s fastest-growing CPA firms. We believe in the value of relationships and view every client relationship like a partnership. We offer a wide range of services to our individual and business clients, and because of our size, our clients receive personalized, high-quality service that is beyond comparison. We are seeking career-minded individuals who enjoy a fast-paced environment and have diverse public accounting experience to join our dynamic team of professionals.

Our firm enjoys an energetic and positive business atmosphere that values our employees. We offer a full benefits package that includes 100% paid Health and Life Insurance, Dental & Vision, 401(k) and 401(k) match, Short Term Disability, and paid Vacation. In addition, we offer many perks that include Fun Firm Events, a corporate gym membership, Annual Bonuses and Quarterly Commissions.

Job Summary

Lead trust and estate tax engagements, guiding clients through tax planning, preparation, and compliance. You will apply your expertise in tax law, estate planning, and accounting to deliver clear, accurate work and dependable client communication. Your sound tax analysis and timely reporting will help individuals, families, and fiduciaries make informed decisions and meet their obligations.

Responsibilities

• Manage trust, estate, and individual tax return preparation, tax reporting, and tax compliance
• Prepare and review fiduciary income tax returns for estates and trusts (Form 1041)
• Prepare and review federal estate tax returns (Form 706) and gift tax returns (Form 709)
• Prepare and review individual (Form 1040), corporate (Forms 1120/1120-S), and partnership (Form 1065) income tax returns, as well as related state and local returns
• Review and sign off on returns prepared by staff, and prepare complex returns
• Interpret wills, trusts, and estate law and apply them to tax reporting and compliance
• Identify client tax implications and planning opportunities
• Review accounting records, general ledgers, account reconciliations, and financial statements for accuracy
• Research complex tax issues, and supervise and mentor staff
• Communicate with clients and their attorneys, financial advisors, and trustees
• Coordinate engagements, respond to notices, and support audits as needed

Qualifications

• Active CPA license, or JD from an accredited law school with active bar membership in good standing
• Minimum of [10+] years of tax, accounting, and finance experience relevant to trust and estate work
• Master’s degree in Accounting, Taxation (MST), or LL.M. in Taxation preferred
• Trust and estate accounting and tax return experience is a must
• Strong knowledge of tax law and tax accounting, with experience preparing and reviewing returns for corporations, partnerships, individuals, estates, and trusts, including Forms 1120/1120-S, 1065, 1040, 1041, 706, and 709
• Highly proficient with QuickBooks and/or similar bookkeeping software
• Experience with CCH Axcess Tax, Fixed Assets, and Research, or similar tax preparation and research software
• Strong client communication skills, with the ability to explain technical matters clearly
• Enthusiastic, conscientious, dedicated, ethical, and a team player

Schedule

Flexible work schedules available. Office hours 8:30 am to 5:30 pm, Monday through Friday.

We offer a full benefits package, including: