Tax Senior (Estate & Trust)

Company:  Kaufman Rossin
Location: Miami
Closing Date: 04/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
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!

As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being…people see that management is caring and has a priority in their well-being.”

Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 600 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.

Think you have what it takes?

How You’ll Contribute:

Kaufman Rossin is seeking a Senior-level tax professional with Exempt Organization and Estate and Trust taxation experience to join our dynamic team in Miami. Our team of professionals provides planning and tax compliance services to help our clients optimize and protect assets while responding to complex opportunities and challenges.

Review of Form 990, Return of Organization Exempt from Income Tax

Review of Form 990-PF, Return of Private Foundation

Review and assistance with preparation of Form 1023, Application for Recognition of Exempt Under Section 501(c )(3) of the Internal Revenue Code.

Review of Forms 1041, U.S. Income Tax Return for Estate and Trusts

Review of Forms 1040, U.S. Individual Income Tax Return

Keep up to date on current tax practices and changes in tax law

Develop and maintain accountability for engagement budgets and staff utilization; meet expectations in a deadline-driven, fast-paced environment

Perform research projects relevant to the practice

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

What Skills You’ll Bring:

5+ years of related tax experience, within a public accounting firm

MS in Taxation, a plus

CPA required

Experience providing tax compliance review and/or advisory services to tax-exempt organizations (990, 990PF)

Strong team player and a commitment to high quality, detailed work

Self-starter with ability to deal with multiple priorities

Ability to deal with clients, professional demeanor

Benefits

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.

Apply Now
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