CPA firm seeking Trusts & Estates Tax Manager / Sr. Manager to take full responsibility for directing multiple engagements.
Numbers & Facts
Location
Fort Lauderdale, FL
Job Type
Full-time, Employee
Salary
$150,000–$210,000 Per Year
Description
CPA firm seeking Trusts & Estates Tax Manager / Sr. Manager to take full responsibility for directing multiple engagements.
Job Responsibilities
Assume full responsibility for directing multiple engagements
Review estate fiduciary income tax returns along with the decedent’s final individual tax return.
Review trust fiduciary income tax returns and individual income tax returns assigned.
Analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes.
Develop post mortem tax-saving strategies for the estate accounts.
Provide oversight and direction to team of tax specialists in the delivery of tax services.
Qualifications
CPA certification
Recent Public Accounting experience
At least 5 years experience in the preparation and review of fiduciary income tax returns.
Expert knowledge of the preparation of trusts, estate, gift tax returns and trust accounting.