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KSDT · 4 hours ago

Estate, Gift and Trust Expert

Boca Raton, FL

Full-time

Hybrid

Senior Level

5+ years exp

KSDT is recognized as one of Forbes Best Accounting and Tax Firms in America, now expanding through a partnership with Ascend. The Estate, Gift and Trust Expert will manage client relationships, provide innovative tax accounting services, and oversee estate and trust administrations while mentoring team members and contributing to practice development.

AccountingConsultingFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Partner with clients and their advisors to provide innovative tax accounting services, including planning, research, and compliance related to estates, estate tax planning, trusts, gifts, generation-skipping transfers, fiduciary accountings and tax-exempt organizations (hereafter, “EGT/TEO”), and some related entities including individuals, partnerships, and S Corporations

Manage and independently produce the required analysis of trust agreements for tax and accounting purposes, as well as gift, estate, and generation-skipping transfer planning and compliance purposes

Manage and drive the success of multiple estate and trust administrations from a tax and accounting standpoint, i.e., year of death and period of administration, to ultimate disposition, including final individual income tax compliance, pre- and post mortem planning, estate and trust dispositions, and all related tax and compliance issues

Manage and drive the success of multiple engagements in EGT/TEO entities and related entities’ taxation

Provide proper representation with taxing authorities for clients under federal or state examination. Possess strong writing skills for responding to problem resolutions for tax notices

Work closely with Partners, Senior Managers and staff on client management, professional development and business development activities

Manage team's activities, charge-ability, and budgets

Develop team's technical and industry skills and mentor career growth

Be involved in practice development efforts of the firm

Assist partners with preparation of engagement budgets, client billing and staff performance reviews

Review staff work product and ensure firm processes and quality control procedures are being executed

Identify and pursue outside business contacts through social, charitable, and business organizations. Become an active participant in these networking channels

Pursue professional development through public speaking opportunities, seminar delivery, and through the writing of articles

Assist in preparing proposals and presentations

Qualification

CPA certificationMasters in TaxationTax complianceTax researchPublic accounting experienceClient managementWriting skillsTeam management

Required

BBA/BS in Accounting

Five or more years of experience at a public accounting firm, with a substantial dedication of time to providing corporate and individual tax compliance and consulting services

Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research

Preferred

Masters in Taxation degree or LLM in Taxation a plus

CPA certification and active CPA license preferred

Benefits

Health, Dental, Vision, Short and Long-Term Disability

Flexible Time Off

FSA & HSA

Employee Assistant Programs

401(k) Matching

Commuter Benefits

Parental Leave

Modernized Incentives and Equity Participation

Company

KSDT

KSDT Advisors provides a full service line of professional services to include Tax, Advisory, Assurance, Accounting, Litigation, Wealth Management and more.

Founded in 1976

Miami, Florida, USA

201-500 employees