What are the responsibilities and job description for the Tax Manager Estate & Trust position at Atlantic Partners Corporation?
The company is seeking a Manager-level professional with Estate and Trust taxation experience to join our dynamic team in Boca Raton. Our Estate and Trust group provides planning and tax compliance services to help our clients optimize and protect assets for themselves and for their heirs.
- Review of estate (706) and gift (709) tax returns, and income tax returns for estates and trusts (1041)
- Analyze trust documents to determine income tax status (grantor vs. non-grantor, simple vs. complex)
- Collaborate with clients' attorneys and other advisors
- Keep up to date on current tax practices and changes in tax law
- Work closely with Principals to develop and maintain accountability for engagement budgets and staff utilization; meet expectations in a deadline-driven, fast-paced environment
- Perform research projects relevant to the estate and trust practice
- Build collaborative relationships that foster a team environment
- Develop knowledge of all firm services, vision, business strategies, and processes to build and enhance client relationships
- Engage in ongoing personal development in line with the growth and development strategy
- 5 years of related tax experience, within a public accounting firm or law firm
- MS in Taxation with CPA licensure or law degree
- Strong tax review experience (706, 709)
- 1041 review and estate planning experience not required but is a plus
- Strong team player and a commitment to high quality, detailed work
- Self-starter with ability to deal with multiple priorities
- Ability to deal with clients, professional demeanor
