Tax Manager - Trust & Estates
Not Disclosed•Full-TimeHybrid
location_on15811, Fisher Island Drive, Miami Beach, Miami-Dade County, Florida, 33109, United States
About the Firm
Located in South Florida, we are a growing, full-spectrum CPA firm recognized as a Top Rated firm in Miami and a Best Place to Work for several consecutive years. We specialize in serving High Net Worth (HNW) individuals, Wealth Management, Audit, and complex Business Tax. Our reputation for excellence has made us a top-tier partner for reputable companies and individuals.
We believe that putting our employees first is not only the right thing to do but also provides the competitive edge necessary to ensure our clients have an excellent experience. This philosophy has helped us grow into one of the fastest-growing public accounting firms in the region.
About the Role
We are seeking a Tax Manager with deep expertise in Trust & Estates to join our team as we continue to add new clients. This role is designed for a professional interested in growing with us, offering accelerated career growth and the opportunity to work with top-tier clients.
In this position, you will leverage your strong background in tax compliance and research, specifically regarding Estates and Trusts (Form 706 / Form 709). You will enjoy a work environment that prioritizes work-life balance with flexible work schedules, hybrid/remote options, and billable hours lower than industry averages. The firm supports your professional development with company-paid continued education.
How to Apply
If you are interested in learning more about this opportunity, please click the "Quick Apply" button to send us your resume. We look forward to hearing from you.
Equal Opportunity Employer
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity. All qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws. Jobot prohibits harassment based on any of these protected categories and complies with all applicable laws regarding hiring decisions and criminal background checks.
Work location
Work model: Hybrid
15811, Fisher Island Drive, Miami Beach, Miami-Dade County, Florida, 33109, United States
Miami Beach, Florida
Key Responsibilities
- check_circleConduct tax research to ensure accurate reporting for estate and trust clients
- check_circleManage tax compliance for High Net Worth individuals, trusts, and estates
- check_circlePrepare and review complex tax forms including Form 706 and Form 709
- check_circleOversee audit and business tax engagements for top-tier clients
- check_circleLead tax planning strategies for wealth management and estate planning
- check_circleProvide mentorship and guidance to junior staff on tax compliance matters
Requirements
- verifiedBS/BA in accounting or related field
- verified5+ years in public accounting tax role
- verifiedExperience with Form 706 and Form 709
- verifiedCPA or LLM required
Benefits & Perks
check_circleFlexible Work Schedulescheck_circleHybrid/Remote Optionscheck_circle401k Matchingcheck_circleGenerous PTOCompany paid Continued Education
