Estate and Trust Tax Manager

We are currently seeking a talented Tax Manager to join our Estate and Trust Tax team.

The Estate and Trust Manager is responsible for assisting our clients with their internal accounting and estate, gift, and trust needs by performing a variety of more advanced accounting and tax assignments. This includes managing multiple projects and client relationships simultaneously. Tasks are typically conducted with little to no supervision but under the review of a Partner or directly from the client. Delegation and supervisory responsibilities will occur with less experienced staff. This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and a remote workforce in 25+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your...

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...

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...

Our Boutique CPA firm client who specializes in working with privately held businesses, family offices, and high-net-worth individuals, is seeking a Trust and Estate Tax Manager to add to their staff. This job can be remote, hybrid or on-site but candidates must live close to the office.

A successful Trust & Estate Tax Manager can perform various accounting and financial reporting tasks for specific clients and make decisions on most accounting and tax matters. You will prepare individual, fiduciary, corporate, partnership, and non-profit returns with little supervision in this position. To be successful in this role, the ideal candidate will demonstrate Gift, Estate, and Trust Knowledge. Additionally, you will be responsible for reviewing tax returns prepared by others and assume responsibility for planning and supervising these engagements. Both management and technical knowledge are required for the review and evaluation...

Summary of Responsibilities:

The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required.

Salary range: $175,000 - $225,000

Essential Functions:

1.     Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations.

2.     Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary.

3.     Delegates, manages, and performs tax research projects to achieve an accurate and efficient...

Our Boutique CPA firm client who specializes in working with privately held businesses, family offices, and high-net-worth individuals, is seeking a Trust and Estate Tax Manager to add to their staff. This job can be remote, hybrid or on-site but candidates must live close to the office.

A successful Trust & Estate Tax Manager can perform various accounting and financial reporting tasks for specific clients and make decisions on most accounting and tax matters. You will prepare individual, fiduciary, corporate, partnership, and non-profit returns with little supervision in this position. To be successful in this role, the ideal candidate will demonstrate Gift, Estate, and Trust Knowledge. Additionally, you will be responsible for reviewing tax returns prepared by others and assume responsibility for planning and supervising these engagements. Both management and technical knowledge are required for the review and evaluation...

We are currently seeking a talented, enthusiastic Tax Manager to join our Estate and Trust Tax team.

The Estate and Trust Manager is responsible for assisting our clients with their internal accounting and estate, gift, and trust needs by performing a variety of more advanced accounting and tax assignments. This includes managing multiple projects and client relationships simultaneously. Tasks are typically conducted with little to no supervision but under the review of a Partner or directly from the client. Delegation and supervisory responsibilities will occur with less experienced staff. This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 25+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we...

Rea & Associates is a growing Top 100 Accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and fifteen offices in Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

As a Tax Manager – Trust, Estate, and Gift, you will report on matters as it related to clients trusts, gift tax returns, and any estate or inheritance tax returns. Duties include interacting with clients to ensure a smooth compliance process, from engagement letter coordination to ultimate delivery of the tax return.

Responsibilities

• Reviewing a variety of tax returns for multiple clients including: estate, trust, gift and private foundation tax returns
• Reviewing tax...