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Gift, Trust, & Estate Tax Manager or Senior (Miami or Boca Raton, FL) | 90K – 135K

Boutique accounting firm that has been consistently ranked by the publication “Inside Public Accounting” as being among the Top 200 Firms in the country

Ideal Candidate Profile:

  • Bachelor’s degree in accounting
  • CPA license, JD, or a Master of Science in Taxation preferred
  • 3-7 years of prior experience working in the tax department of a public accounting firm, with experience leading multiple engagements and supervising staff, and an emphasis on Gift, Estate, and Trust knowledge
  • Excellent analytical and technical tax skill
  • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
  • Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment 
  • Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management


  • Prepare and review complex gift, estate, and fiduciary income tax returns, including related schedules and forms
  • Preparation and review of fiduciary accountings for estates and trusts. This position offers opportunity for advancement while providing an opportunity for you to demonstrate your expertise in tax research, tax planning, preparation of complex 1040, 1041, 706, and 709 return
  • Provide tax planning and consulting to our firm’s high-net-worth clients for estate and individual income taxes
  • Research and consult on various estate, gift, and trust-related issues, such as trustee and beneficiary issues, Crummey obligations, and generation-skipping tax issues
  • Identify additional estate and income tax planning opportunities for clients
  • Manage, coach, and mentor staff
  • Researching and drafting memorandum involving complex tax matters
  • Identifying and implementing tax planning opportunities 
  • Overseeing complete tax research projects for a variety of clients and diverse industries 
  • Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
  • Conducting constructive discussions with team members on their evaluations and providing counsel accordingly 
  • Serving in professional development programs as an instructor or discussion leader

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