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Trust and Estate Tax Manager

Berkowitz Pollack Brant West Palm Beach, FL
  • Posted: over a month ago
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

Trust and Estate Tax Manager

Responsibilities:

· Knowledge and ability to research, comply, plan and administrate estate, gift and trust tax returns.

· Conduct Post-mortem planning, including use of disclaimers, allocation of generation-skipping transfer tax exemption and interface with attorneys, personal representatives and beneficiaries.

· Understand and implement estate plans to reduce estate and/or gift tax and maximize family wealth, including inter-vivos trusts, postmortem trusts and use of annual/life-time exemptions.

· Develop charitable giving strategies to minimize estate, gift and income tax.

· Review judicial and non-judicial fiduciary accountings for trusts and estates.

· Review federal estate tax returns and applicable state inheritance/estate tax returns.

· Review fiduciary income tax returns and provide planning to minimize taxes.

· Ability to understand and analyze partnership and corporate structure as they relate to the family’s organization.

Qualifications

· Bachelor's degree in accounting or related field required; Master's Degree preferred

· Minimum four years of experience in public accounting, two years with estate and trust concentration

· CPA license required

· Experience reviewing 1041s, 709s and 706s

· Strong research skills

· Experience managing multiple client engagements

· Ability to work in a fast-paced environment and anticipate client needs

· Strong communication and interpersonal skills

Job Type: Full-time

Berkowitz Pollack Brant

Why Work Here?

A Top Public Accounting Firm in South Florida

Berkowitz Pollack Brant Advisors and Accountants, has nearly 300 firm members working from offices in Miami, Fort Lauderdale, Boca Raton, West Palm Beach and New York. We are one of the largest public accounting firms in South Florida and one of the top 100 firms in the country. Our professionals provide a comprehensive approach to income, estate, financial and investment planning. We have cultivated a diverse client base, a wide range of practice areas and our growth is an indicator of our clients’ satisfaction. BPB offers a fast-paced and challenging work environment. Each individual in our organization is integral to the firm's success. Our culture is one that is cohesive and unified. We are a team with a family atmosphere that creates a supportive environment and enables people to build fulfilling careers.

Address

200 S Biscayne Blvd, Miami, FL 33131
West Palm Beach, FL
USA

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