Estate & Trust 1041 Manager

5 - 9 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Senior level professional with Estate and Trust income taxation experience, you will join the dynamic team at Kaufman Rossin in Boca Raton. The Estate and Trust group provides planning and tax compliance services to help clients optimize and protect assets for themselves and their heirs. In this role, you will lead client relationships, perform technical tax compliance and consulting work, and manage staff. **Key Responsibilities:** - Manage annual compliance for estates and trusts, including income tax return (1041) review - Conduct tax planning and research - Collaborate with clients" attorneys and other advisors - Stay updated on current tax practices and changes in tax law - Work closely with Principals to ensure engagement budgets and staff utilization - Build collaborative relationships to create a team environment - Develop knowledge of all firm services, vision, business strategies, and processes - Engage in ongoing personal development aligned with the growth and development strategy **Qualifications Required:** - Prior experience in Estate and Trust income taxation - Strong knowledge of tax compliance and planning - Ability to work in a deadline-driven, fast-paced environment - Excellent communication and interpersonal skills - Willingness to collaborate with team members and clients Kaufman Rossin is known for its "people first" approach and commitment to employee well-being. The company offers a hybrid work policy, enabling a healthy work-life balance. You will have the opportunity to work directly with peers in the US, contributing to a collaborative and supportive work environment.,

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