drjobs Tax Manager-Trust and Estate (Hybrid)

Tax Manager-Trust and Estate (Hybrid)

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1 Vacancy
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Job Location drjobs

Boca Raton, FL - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

What we seek:

We are seeking highly motivated Tax Managers to join our dynamic Tax Services division. Our team helps clients improve their tax efficiencies and facilitate better decision making. This role is focused on helping businesses with tax strategy ensuring tax compliance increasing post tax profits and providing application support to achieve the best corporate tax practices. If you are looking for career advancement and want to be part of an environment where you can learn develop and contribute we are interested in meeting you.

About us:

GERSON PRESTON KLEIN LIPS EISENBERG GELBER is a certified public accounting firm with offices in Miami and Boca Raton Florida. Established in 1959 with nearly 60 plus professionals we are one of the premier boutique firms in South Florida. Our tax team provides planning and tax compliance services for domestically and internationally based clients in diverse industries.

Responsibilities of the Tax Manager role:

-Review tax returns for individuals partnerships and corporation

-Review tax adjustments to financial statements to prepare returns

-Contribute the highest quality work product through rigorous development of technical expertise compliance assurance and business acumen.

-Confidently and effectively manage engagements resources people and client expectations to achieve the results required to maintain profitable and lasting client relationships.
-Consistently handle the complete client engagement and relationship.
-Ensure expectations are clear with the Client Ambassador on deadlines and expectations.
-Employs a reliable system for fulfilling responsibility for overall client engagement workflow of a particular client or clients.
-Establish engagement project budgets and due dates.
-Completes engagements on time on budget with highest quality.
-Effectively handle firm administrative functions and projects as assigned by partners. This includes time entry billing collections change orders and utilizing firm metrics to measure performance.

Position Requirements of the Tax Manager role:

  • Bachelors degree in Accounting or Taxation; Masters degree in taxation is a plus
  • CPA License or eligibility to take CPA exam preferred
  • Experience using tax preparation software and applications.
  • Excellent analytical and technical skills
  • Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written)
  • Ability to work in cross-functional entrepreneurial atmosphere to achieve measurable results and improve existing processes.
  • Trust and estate experience
  • Ability to work on multiple projects at a given time.
  • Motivated to meet client deadlines and provide superior client service
  • A team player with strong relationship skills

Benefits:

  • 401k
  • Health Insurance
  • Dental
  • Vision
  • Paid Time Off
  • Wellness Plan
  • Bonus

Required Experience:

Manager

Employment Type

Full-Time

Company Industry

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