What are the responsibilities and job description for the Tax Manager (Estate & Trust) position at Kaufman Rossin?
Why We Stand Out
Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you!
As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being…people see that management is caring and has a priority in their well-being.”
Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.
Think you have what it takes?
How You’ll Contribute:
Kaufman Rossin 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.
Responsibilities:
- 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
What Skills You’ll Bring:
- 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
We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.
