Tax Manager (Trust & Estate)

Location: Boca Raton, FL (Hybrid)

Employment Type: Full-time

Overview:

A leading boutique public accounting firm is seeking a highly motivated Tax Manager with specialized experience in Trust and Estate taxation. Join a dynamic Tax Services division dedicated to helping clients optimize tax strategies, ensure compliance, and maximize post-tax outcomes. This is an excellent opportunity for professionals eager to advance their careers in an environment that values learning, growth, and meaningful contribution.

Key Responsibilities:

• Review tax returns for individuals, partnerships, and corporations, with a focus on trust and estate entities.
• Analyze and review tax adjustments to financial statements in preparation for returns.
• Deliver the highest quality work through strong technical expertise, compliance assurance, and business acumen.
• Manage client engagements, resources, and expectations to foster profitable, long-term client relationships.
• Oversee the complete client engagement lifecycle, ensuring clarity on deadlines and deliverables.
• Establish and monitor project budgets and timelines.
• Complete engagements on time, within budget, and to the highest standards.
• Handle administrative functions such as time entry, billing, collections, and performance metrics as assigned by leadership.

Qualifications:

• Bachelor’s degree in Accounting or Taxation; Master’s in Taxation is a plus.
• CPA license or eligibility to sit for the CPA exam required.
• Proficient with tax preparation software and related applications.
• Strong analytical and technical skills, especially in trust and estate taxation.
• Excellent communicator, able to clearly convey analysis and recommendations to clients and management (both written and verbal).
• Comfortable working in a cross-functional, entrepreneurial team environment.
• Able to manage multiple projects and meet client deadlines.
• Motivated, detail-oriented, and committed to delivering superior client service.
• Demonstrated experience with trust and estate clients is highly preferred.

Benefits:

• 401(k) plan
• Health, dental, and vision insurance
• Paid time off
• Wellness plan
• Annual bonus program