Estate & Trust 1041 Manager

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

Kaufman Rossin Professional Services Private Limited's (the "Company") offices are located in the World Trade Center (WTC) in Bangalore, Karnataka, India, and at Udyog Viharin 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.As one of the top accounting firms in the US, our foundation is "people first". In the words of James Kaufman, one of our founder's, "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, our headquarter, over a dozen times, Kaufman Rossin has grown to over 690 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.

Think you have what it takes?

Kaufman Rossin is seeking a Senior level professional with Estate and Trust income taxation experience to join our dynamic team in Boca Raton. Our Estate and Trust group provides planning and tax compliance services to help our clients optimize and protect assets for themselves and for their heirs. This important role includes leading client relationships, technical tax compliance and consulting work, and managing staff.

How You'll Contribute:

- Manage annual compliance for estates and trusts, including income tax return (1041) review
- Tax planning and research
- Collaborate with clients' attorneys and other advisors
- Keep up to date on current tax practices and changes in tax law
- Work closely with Principals to develop and maintain accountability for engagement budgets and staff utilization; meet expectations in a deadline-driven, fast-paced environment
- Build collaborative relationships that foster a team environment
- Develop knowledge of all firm services, vision, business strategies, and processes to build and enhance client relationships
- Engage in ongoing personal development in line with the growth and development strategy

Requirements

How You'll Contribute:

- Manage annual compliance for estates and trusts, including income tax return (1041) review
- Tax planning and research
- Collaborate with clients' attorneys and other advisors
- Keep up to date on current tax practices and changes in tax law
- Work closely with Principals to develop and maintain accountability for engagement budgets and staff utilization; meet expectations in a deadline-driven, fast-paced environment
- Build collaborative relationships that foster a team environment
- Develop knowledge of all firm services, vision, business strategies, and processes to build and enhance client relationships
- Engage in ongoing personal development in line with the growth and development strategy

Benefits

- Work-Life Balance
- People First Company
- Hybrid work policy
- Working directly with peers in the US

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.

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