- Provide high-level individual, trust estate gift foundation tax compliance services as well as estate planning advisory services
- Review individual trust estate gift foundation returns
- Review estate fiduciary accountings
- Bachelor's degree Accounting required Master's Taxation plus 7+ year progressive experience public accounting Active CPA license EA designation Extensive experience Advisory Estate/Trust planning compliance Ability establish maintain client relationships Excellent verbal written communication skills Proficiency Microsoft Office applications Experience reviewing fiduciary gift estate returns Preferred Axcess Tax CCH ProSystem fx Engagement BNA Research software memo writing Must able work additional hours meet client deliverables Have access car/public transportation willing travel locally clients other PKFOD offices when requiredltypical duties may vary based role location qualifications experiencesspecifications
- see below for specificationlist item Medical Dental Vision plans Basic Life AD&D Voluntary Life Insurance 401k plan Profit-Sharing program Flexible Spending Health Saving accounts Employee Assistance Wellness Work-life programs Commuter Parking benefits Inclusive Parental Leave Benefits Generous Paid Time Off PTO Paid Firm Holidays Community Volunteering Recognition Rewards Training Certification Discretionary Performance Bonus eligibility determined position hours criteria specific details provided hiring process
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Tax Manager – Private Client Group - Fort Lauderdale - PKF O'Connor Davies
Description
About PKF O'Connor Davies
We are a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our network.
Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity.
We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, opportunities.
PRIOR EXPERIENCE REQUIRED
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