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Hybrid Tax Manager- Trusts and Estates
Hybrid Tax Manager- Trusts and EstatesJobot • Boca Raton, FL, United States
Hybrid Tax Manager- Trusts and Estates

Hybrid Tax Manager- Trusts and Estates

Jobot • Boca Raton, FL, United States
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  • serp_jobs.job_card.full_time
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A bit about us :

We are a top ranked global Certified Public Accounting firm that provides a full range of auditing, accounting, tax and management advisory services. .

Why join us?

  • Career growth
  • 50 hour busy season
  • Flexible mostly remote schedule
  • Work life balance

Job Details

Responsibilities :

  • Serve as the primary liaison for a broad portfolio of clients, overseeing comprehensive tax compliance and strategic advisory services.
  • Lead the onboarding process for new clients, delivering consultative guidance on entity selection, owner compensation strategies, deduction optimization, and regulatory compliance.
  • Conduct in-depth reviews of tax filings across multiple entity types, including S Corporations (1120-S), C Corporations (1120), Partnerships (1065), Individual returns (1040), and trusts and estates.
  • Analyze and refine accounting records prior to tax engagement, including reconciliation of accounts, posting of adjusting entries, and trial balance preparation.
  • Perform targeted tax research and provide analytical insights on complex issues in collaboration with firm leadership.
  • Develop and implement tailored tax strategies, projections, and planning initiatives for both business entities and individual clients.

    • Qualifications :

  • 5+ years experience in trusts and estates
  • Bachelors in Accounting
  • Masters in Accounting or Taxation
  • CPA preferred

    • Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and 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 also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

    Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

    Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

    By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy

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    Tax Manager • Boca Raton, FL, United States

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