Wealth Tax Manager — Trusts & Estates

Bpbcpa; Miami (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Bpbcpa is seeking a Manager of Tax Services in Wealth Tax – Trusts & Estates, based in Miami. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients. You'll deepen your expertise in trust and estate taxation while managing teams and developing client relationships.

Qualified candidates will have a Bachelor’s degree, CPA certification, and at least five years of relevant experience. Join a firm recognized as one of the top 100 accounting firms in the U.S.

Qualifications

• Minimum of five years of experience in trust and estate taxation.
• Strong working knowledge of fiduciary income tax and estate tax.
• Demonstrated ability to supervise and develop staff.

Responsibilities

• Manage fiduciary, estate, and gift tax returns.
• Provide tax planning related to estate and gift tax matters.
• Collaborate with attorneys and financial advisors.

Skills

Trusts and estates taxation

Tax planning

Supervision and mentoring

Analytical skills

Education

Bachelor’s degree in Accounting or Finance

CPA

JD or LL.M. in Taxation

Tools

CCH Axcess

GoSystem

Microsoft Office Suite

Job description

Bpbcpa is seeking a Manager of Tax Services in Wealth Tax – Trusts & Estates, based in Miami. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients. You'll deepen your expertise in trust and estate taxation while managing teams and developing client relationships.

Qualified candidates will have a Bachelor’s degree, CPA certification, and at least five years of relevant experience. Join a firm recognized as one of the top 100 accounting firms in the U.S.