Estate and Trust Tax Advisor

21 hours ago


Bengaluru, Karnataka, India beBeeTaxProfessional Full time US$ 1,20,000 - US$ 1,40,000
Job Opportunity: Estate and Trust Tax Professional

We are seeking a seasoned tax professional to join our team 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.

Key Responsibilities:
  • Manage annual tax compliance for estates and trusts, including income tax return review
  • Tax planning and research
  • Collaborate with attorneys and other advisors
  • Stay 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 environment
  • Build collaborative relationships that foster a team environment
Requirements:
  • Manage annual tax compliance for estates and trusts, including income tax return review
  • Tax planning and research
  • Collaborate with attorneys and other advisors
  • Stay 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 environment
Benefits:
  • Work-Life Balance
  • Diversity-Driven Work Environment
  • Hybrid work policy

We value authenticity and diversity. We are an equal-opportunity employer committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people.



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