Overview
Tax Manager Estate & Trust Jobs in Fort Lauderdale, Florida, USA at Atlantic Partners
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.
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
Requirements
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
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Title: Tax Manager Estate & Trust
Company: Atlantic Partners
Location: Fort Lauderdale, Florida, USA
Category: Finance & Banking, Law/Legal
