Talent.com
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
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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

    [job_alerts.create_a_job]

    Tax Manager • Boca Raton, FL, United States

    [internal_linking.related_jobs]
    Tax Manager

    Tax Manager

    Jobot • Pompano Beach, FL, US
    [job_card.full_time]
    Experienced Tax Manager Wanted | Lead, Mentor & Shape the Future of a Growing Pompano Beach CPA Firm!.This Jobot Job is hosted by : Eric Kee. Are you a fit? Easy Apply now by clicking the "Apply Now"...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Real Estate Valuation Principal

    Real Estate Valuation Principal

    Withum • Boca Raton, FL, United States
    [job_card.full_time]
    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Residential Property Manager

    Residential Property Manager

    Gables Residential • Boca Raton, FL, US
    [job_card.full_time]
    At Gables, Taking Care of the Way You Live AND Work is at the heart of our company culture.By providing our signature service to residents, associates, investors, and surrounding communities we’re ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Real Estate Senior Associate

    Real Estate Senior Associate

    Withum • Boca Raton, FL, United States
    [job_card.full_time]
    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Real Estate Audit Supervisor

    Real Estate Audit Supervisor

    Withum • Boca Raton, FL, United States
    [job_card.full_time]
    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    ASSISTANT ACCOUNTING BUSINESS MANAGER

    ASSISTANT ACCOUNTING BUSINESS MANAGER

    The GEO Group, Inc. • Boca Raton, FL, United States
    [job_card.full_time]
    Full-time employees will enjoy a competitive benefits package with options for you and your family including : .The compensation and benefits information is accurate as of the date of this posting.Th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Trust and Estate Tax Manager

    Trust and Estate Tax Manager

    Withum • Boca Raton, FL, United States
    [job_card.full_time]
    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager - Trust and Estates

    Tax Manager - Trust and Estates

    Spartan Placements LLC • Boca Raton, FL, United States
    [job_card.full_time]
    Miami Office, Boca Raton Office; Hybrid.Prepare and review complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Preparation and review of fiduciary accounti...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Controller (Auto Group)

    Controller (Auto Group)

    Jobot • Oakland Park, FL, US
    [job_card.full_time]
    Large Automotive Dealership looking to hire Controller with multi-franchise dealership experience!.This Jobot Job is hosted by : Lauren Lehman. Are you a fit? Easy Apply now by clicking the "Apply No...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data Annotation • Boca Raton, Florida
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Services Tax Manager

    Financial Services Tax Manager

    Withum • Boca Raton, FL, United States
    [job_card.full_time]
    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Legal - Trust Administrative Professional (Level II)

    Legal - Trust Administrative Professional (Level II)

    Axelon Services Corporation • Boca Raton, FL, US
    [job_card.full_time]
    Candidate can sit in either Boca Raton, FL or Providence, RI.Specialized Fiduciary Administrator II, Estate Settlement Services. This role provides essential administrative support to the Estate Set...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Transactional Attorney (Real Estate)

    Transactional Attorney (Real Estate)

    Jobot • Boca Raton, FL, US
    [job_card.full_time]
    This Jobot Job is hosted by : Jessica Hughes.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary : $142,000 - $190,000 per year.We are a boutique commer...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Pompano Beach, Florida
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Real Estate Audit Manager

    Real Estate Audit Manager

    Withum • Boca Raton, FL, United States
    [job_card.full_time]
    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Property Accountant

    Property Accountant

    CFS • Pompano Beach, FL, US
    [job_card.full_time]
    Why take a Property Accountant role with this company?.Great company culture with a friendly and professional environment. Stable company that has proven performance over the last 40+ years.Opportun...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Attorney- Trust & Estate Planning

    Attorney- Trust & Estate Planning

    Solomon Search Group • Boca Raton, FL, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Growing boutique Estate Planning firm in Boca seeks attorney with 1-5+ years of Estate Planning : .Position will be drafting intricate estate planning documents. Looking for a candidate with good work...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager - HNW, Trusts & Estates

    Tax Manager - HNW, Trusts & Estates

    Jobot • Boca Raton, FL, United States
    [job_card.full_time]
    We recently earned the Best of Accounting award from ClearlyRated with 4.A member of the Top 50 accounting firms, we are a full-service accounting, assurance, and consulting firm, working with clie...[show_more]
    [last_updated.last_updated_30] • [promoted]