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Tax Manager - Trust & Estates

Remote / Online - Candidates ideally in
Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Jobot
Remote/Work from Home position
Listed on 2025-12-29
Job specializations:
  • Finance & Banking
    Tax Manager, Accounting & Finance
  • Accounting
    Tax Manager, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 150000 - 180000 USD Yearly USD 150000.00 180000.00 YEAR
Job Description & How to Apply Below
Position: Tax Manager - Trust & Estates!

Tax Manager – Trust & Estate

Base pay range $150,000 – $180,000 per year. Full‑time. Located in Miami, FL.

About the Firm

Top‑rated CPA firm in South Florida. Growing practice focused on high net worth individuals, wealth management, audit and complex business tax. Emphasis on employee first culture, competitive compensation and benefits, hybrid/remote options and career acceleration.

Responsibilities
  • Lead trust and estate tax work streams, including compliance, planning and client advisory.
  • Prepare and review Form 706, Form 709 and related estate and trust filings and return documentation.
  • Research and apply advanced tax compliance and planning strategies in complex estates and trusts.
  • Manage and mentor junior staff, provide guidance and training.
  • Collaborate with audit and financial services teams on cross‑functional client projects.
Qualifications
  • BS/BA in accounting or related field.
  • 5+ years in public accounting tax role with trust & estate focus.
  • Strong tax compliance and research background specific to estates and trusts (Form 706 / Form 709).
  • CPA required; LLB or LLM an asset.
Benefits
  • Competitive base salary + bonus package.
  • 401(k) matching.
  • Generous PTO.
  • Hybrid/remote work options.
  • Continuous education and professional development.

Jobot is an Equal Opportunity Employer. All qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, military status, or other protected status.

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