Tax Staff - Form 1041 Preparation

Why We Stand Out

Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you!

As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being. Our values are translated into action every day."

Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.

The Firm is ranked 49 among the top 100 firms in the US by Inside Public Accounting 2023. Internationally, the Firm has offices in Bangalore and Haryana in India and the Ivory Coast in Africa.

Kaufman Rossin Professional Services Private Limited’s (the “Company”) offices are located in the World Trade Center (WTC) in Bangalore, Karnataka, India, and at the Unitech Cyber Park in Gurgaon, Haryana, India.

While the Bangalore office provides a range of services, including risk management, corporate governance, tax, assurance, and family office services, out of the Gurgaon office, we render highly specialized back office alternative investment services for global hedge funds and related fund types.

Think you have what it takes?

We are seeking a detail-oriented and motivated Tax Staff member with 1 to 3 years of relevant experience in preparing Form 1041 to join our team. This position focuses on the preparation of the U.S. Income Tax Return for Estates and Trusts for individual, estate, and trust clients. The ideal candidate will possess strong technical tax knowledge, attention to detail, and the ability to work both independently and as part of a team. You will have the opportunity to collaborate with senior tax professionals to support clients' tax compliance and planning needs.

Requirements

How You’ll Contribute:

• Prepare Form 1041 and related schedules for estates, trusts, and beneficiaries.
• Ensure timely and accurate preparation of federal and state tax returns for estates and trusts, including compliance with applicable regulations.
• Assist in the preparation of fiduciary income tax returns and related tax filings.
• Work with senior tax staff to gather necessary documentation from U.S team, including financial statements, investment records, and tax documents.
• Prepare supporting schedules and workpapers for tax filings, ensuring proper documentation and compliance.
• Perform tax research to support positions taken in filings and identify tax-saving opportunities for clients.
• Communicate effectively with U.S team to gather relevant tax information and respond to inquiries.
• Maintain up-to-date knowledge of tax laws and regulations affecting estates and trusts.
• Assist with other tax-related duties, including tax planning, tax projections, and compliance reviews, as needed.
• Participate in U.S- India team meetings and assist senior staff with special projects as required.

What Skills You’ll Bring:

• Bachelor’s degree in accounting, Finance, or related field.
• 1-3 years of experience in tax preparation, ideally with a focus on estate and trust taxation.
• Solid understanding of Form 1041 and trust/estate tax laws.
• Familiarity with tax preparation software (e.g., CCH axcess, etc.).
• Strong analytical skills and attention to detail.
• Excellent communication and organizational skills.
• Ability to work under pressure and meet deadlines.
• Knowledge of federal and state tax laws and regulations affecting estates and trusts.

How You'll Stand Out:

• Expertise in CCH axcess
• If you are done both preparation and first level review of 1041 form and trust/estate

We embrace authenticity. Kaufman Rossin is an equal-opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Benefits

• Hybrid work policy
• Working directly with peers in the US