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 income 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. This important role includes leading client relationships, technical tax compliance and consulting work, and managing staff.
- Manage annual compliance for estates and trusts, including income tax return (1041) review
- Tax planning and research
- 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
- 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 recent, related experience, with strong tax compliance and research background
- CPA eligibility required
- MS in Taxation preferred
- Experience with 1040s, 709s, 706s, 1065s is a plus
How You'll Stand Out:
- Self-starter with the ability to deal with multiple priorities
- Strong team player and a commitment to high quality, detailed work
- Passion for client service and strong communication skills
- Ability to work overtime when needed
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.
