Estate Gift Trust Tax Manager

Kabat, Schertzer, De La Torre, Taraboulos & Co; Cape Town; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A leading accounting firm based in Cape Town is seeking an experienced Tax Manager to join their Estates, Gifts, and Trusts Group. The ideal candidate will have a strong background in tax compliance and consulting, with a focus on estates and trusts. This role offers an opportunity to work in a vibrant culture that supports professional growth. Applicants should have a BBA/BS in Accounting, CPA certification, and five years of public accounting experience.

Qualifications

• Five or more years of experience in public accounting.
• Strong technical skills in tax preparation and review.

Responsibilities

• Provide innovative tax accounting services for estates and trusts.
• Manage estate and trust administrations from a tax perspective.
• Work closely with partners and develop the team's skills.

Skills

Strong technical skills in tax compliance

Excellent writing skills

Mentoring and team development

Education

BBA/BS in Accounting

Masters in Taxation degree

CPA certification

Job description

Tax Manager – Estates, Gifts and Trusts Group

Miami, FL

#LiveYourLifeLoveYourJob

Are you a motivated professional seeking career advancement and the chance to contribute to our cool culture and rapid growth? We have a fun and creative environment with sincere partners and an open door policy. Our culture supports full access to our partners and knowledgeable professionals for your learning and development. We offer a family oriented-environment plus flexibility and life balance year round. At KSDT, we recognize that our people are our greatest asset.

If you want to join an accounting firm with "out of the box" thinking, apply here.

Responsibilities

• Partner with clients and their advisors to provide innovative tax accounting services, including planning, research, and compliance related to estates, estate tax planning, trusts, gifts, generation-skipping transfers, fiduciary accountings and tax-exempt organizations (hereafter, “EGT/TEO”), and some related entities including individuals, partnerships, and S Corporations.
• Manage and independently produce the required analysis of trust agreements for tax and accounting purposes, as well as gift, estate, and generation-skipping transfer planning and compliance purposes.
• Manage and drive the success of multiple estate and trust administrations from a tax and accounting standpoint, i.e., year of death and period of administration, to ultimate disposition, including final individual income tax compliance, pre- and post mortem planning, estate and trust dispositions, and all related tax and compliance issues.
• Manage and drive the success of multiple engagements in EGT/TEO entities and related entities’ taxation.
• Provide proper representation with taxing authorities for clients under federal or state examination. Possess strong writing skills for responding to problem resolutions for tax notices.
• Work closely with Partners, Senior Managers and staff on client management, professional development and business development activities.
• Manage team's activities, charge-ability, and budgets.
• Develop team's technical and industry skills and mentor career growth.
• Be involved in practice development efforts of the firm.
• Assist partners with preparation of engagement budgets, client billing and staff performance reviews.
• Review staff work product and ensure firm processes and quality control procedures are being executed.
• Identify and pursue outside business contacts through social, charitable, and business organizations. Become an active participant in these networking channels.
• Pursue professional development through public speaking opportunities, seminar delivery, and through the writing of articles.
• Assist in preparing proposals and presentations.

Desired Qualifications

• BBA/BS in Accounting.
• Masters in Taxation degree or LLM in Taxation a plus.
• CPA certification and active CPA license preferred
• Five or more years of experience at a public accounting firm, with a substantial dedication of time to providing corporate and individual tax compliance and consulting services.
• Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.

Job responsibilities subject to change depending on whether candidate is a Manager or Supervisor

Related Job Titles

• Tax Supervisor
• Tax Senior Manager
• Senior Tax Manager