- Preparation and initial Review of 1041 trust and estate income tax returns
- Preparation of fiduciary accountings, knowledge of state statutes & familiarity with document
- review as it applies to a fiduciary accounting
- Analyze tax issues and come to conclusions.
- Perform diversified accounting, and tax assignments under the direction of a senior manager or
- partner
- Demonstrate competency in technical skills, work quality and application of professional and firm
- standards
- Meet time constraints and client deadlines
- Participate in firm training courses to further develop technical skills; ability to train
- others
- Provide excellent client service by producing quality work, quick turnaround and attentive
- service
- Ability to develop and maintain client and referral relationships.
Qualifications: - Must have fiduciary experience; law firm or trust department experience will be considered.
- 5+ year's experience in preparation and review of 1041, 706 and 709 returns, high net worth 1040 preparation and planning affecting estate and gift tax returns.
- Trust department or accounting firm family private office fiduciary tax and/or administration experience would be considered
- Experience with preparation and review GST issues associated with 706, 709, 706-GS (D) and 706 GS (T) filings.
- The following designations are strongly preferred but not required CPA, EA, CFTA CFP,PFS, and PFP CRI offers a comprehensive benefits package. For additional information related to our benefits & culture, please visit our careers site. CRI unites your professional passions with your individual personal pursuits. CRI works together to build an empowered workplace for every person that steps foot through the door, from intern, to admin, to staff accountant, to partner. At CRI, #EverybodyCounts Going beyond traditional accounting, CRI boasts many specialized service offerings, as well as our CRI Family of Companies portfolio, which collectively work together to help individuals and organizations across a broad range of industries reach their goals.
-
Tax Manager
1 week ago
Ram Realty Advisors LLC Palm Beach Gardens, United StatesRam Realty Advisors, LLC (Ram) is a registered investment advisor that invests on behalf of a series of private equity funds and partnerships with co-mingled funds from institutions, plan sponsors and high net worth individuals. Through these funds and partnerships Ram acquires, ...
-
Tax Manager
1 week ago
Ram Realty Advisors LLC Palm Beach Gardens, FL, United StatesRam Realty Advisors, LLC (Ram) is a registered investment advisor that invests on behalf of a series of private equity funds and partnerships with co-mingled funds from institutions, plan sponsors and high net worth individuals. Through these funds and partnerships Ram acquires, ...
-
beBee Handyman Palm Beach, FL, United States FreelanceHello, I need to pay the capital gains tax for a local I had in a market, which has now been sold along with the entire market. What type of management is needed? · Fiscal and/or tax (taxes, income, etc.) · Type of management contract · One-time consultation (1 time) · Client pro ...
-
Tax Manager, Transfer Pricing
4 days ago
Ram Realty Advisors LLC Palm Beach Gardens, FL, United States Full timeRam Realty Advisors, LLC (Ram) is a registered investment advisor that invests on behalf of a series of private equity funds and partnerships with co-mingled funds from institutions, plan sponsors and high net worth individuals. Through these funds and partnerships Ram acquires, ...
-
Tax Manager
4 days ago
Ram Realty Advisors LLC Riviera Beach, United StatesRam Realty Advisors, LLC (Ram) is a registered investment advisor that invests on behalf of a series of private equity funds and partnerships with co-mingled funds from institutions, plan sponsors and high net worth individuals. Through these funds and partnerships Ram acquires, ...
-
beBee Handyman Glen Ridge, FL, United States FreelanceHello, my inquiry is about how much it costs to process/manage the model 600. I have a deposit at the notary of José Ma Moreno on C/Nebrija, Alcalá de Henares, to manage a mortgage cancellation deed (inheritance) and the representatives of BBVA have not yet come, but I will need ...
-
Tax Manager
6 days ago
Ram Real Estate Jupiter, United StatesRam Realty Advisors, LLC (Ram) is a registered investment advisor that invests on behalf of a series of private equity funds and partnerships with co-mingled funds from institutions, plan sponsors and high net worth individuals. Through these funds and partnerships Ram acquires, ...
-
Tax Manager
6 days ago
J.J. Taylor Jupiter, United StatesJ.J. Taylor Distributing, Florida Inc. is a leading beer distributor in Florida and distributes products from suppliers including Miller, Coors, Heineken, Guinness, Yuengling, Sierra Nevada, and Sam Adams, just to name a few. Our mission is to be the "First Choice" distributor fo ...
-
Tax Project Manager
1 week ago
NextEra Energy, Inc Juno Beach, United StatesRequisition ID: 79466 · NextEra Energy Resources is the world's largest generator of renewable energy from the wind and sun, and a world leader in battery storage. We provide energy-related products and services that grow our economy, protect the environment, support our communit ...
-
Tax Manager
3 days ago
Kavaliro West Palm Beach, United StatesKavaliro has partnered with a client who is seeking a fulltime, direct hire, Tax Manager for an excellent client in West Palm, FL. · ResponsibilitiesPrepare and file federal, state, and local tax returns for individuals, businesses, and organizations · Conduct tax research and st ...
-
Tax Manager
2 weeks ago
Templeton & Company West Palm Beach, United StatesOur practice specializes in furnishing clients with comprehensive tax counsel and planning services pertaining to safeguarding tax-exempt status, overseeing the preparation and/or review of tax returns for exempt organizations and their taxable affiliates (including 990s/1120s/10 ...
-
Tax Manager
1 week ago
DBMS West Palm Beach, United StatesJob Description · Job Description · West Palm Beach, FL CPA Firm established in 1932 seeks a Tax Manager. A Tax Manager leads and manages multiple client engagements to deliver quality tax and consulting services. The position offers excellent opportunities for leadership and c ...
-
Tax Manager
4 days ago
Randstad North America, Inc. West Palm Beach, United StatesOur client, a rapidly growing firm, is looking for a Tax Accountant who can hit the ground running with individual and corporate tax returns, answering tax questions and communicating with the IRS. You will be part of a wonderful company culture with Tax Manager, Manager, Tax, Ta ...
-
Tax Manager
1 week ago
Templeton & Company West Palm Beach, United StatesOur practice specializes in furnishing clients with comprehensive tax counsel and planning services pertaining to safeguarding tax-exempt status, overseeing the preparation and/or review of tax returns for exempt organizations and their taxable affiliates (including 990s/1120s/10 ...
-
Tax Manager
6 days ago
Spartan Placements LLC West Palm Beach, United StatesAre you seeking a collaborative and rewarding work environment? Do you thrive in an energetic environment? If so, this is the right fit for you We are currently seeking a Tax Manager to join our growing team · Our people are our firm. We provide our clients with best-in-class se ...
-
Tax Manager
1 week ago
Chilton Trust Palm Beach, United StatesJob Description · Job DescriptionPosition Description · The Tax Manager will report to the Head of Tax Services and handle the following: Perform tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift t ...
-
Tax Manager
1 week ago
EisnerAmper West Palm Beach, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Y ...
-
Tax Manager
6 days ago
DBMS West Palm Beach, United StatesJob Description · Job DescriptionWest Palm Beach, FL CPA Firm established in 1932 seeks a Tax Manager. A Tax Manager leads and manages multiple client engagements to deliver quality tax and consulting services. The position offers excellent opportunities for leadership and career ...
-
Real Estate Accountant Ii
3 days ago
TBC Corporation Palm Beach Gardens, United States**Company Overview**: · With $5 billion in revenue and 3,800+ employees in the U.S., Mexico and Canada, TBC Corporation is a leader in the mobility industry and one of North America's largest marketers of automotive replacement tires through wholesale and franchise operations. TB ...
-
Tax Project Manager
5 days ago
NextEra Energy Juno Beach, United StatesRequisition ID: 79466 · NextEra Energy Resources is the world's largest generator of renewable energy from the wind and sun, and a world leader in battery storage. We provide energy-related products and services that grow our economy, protect the environment, support our communi ...
Tax Manager - Palm Beach Gardens, United States - Carr Riggs and Ingram
Description
Position: Tax Manager - Trust and Estate Location: Palm Beach Gardens, FLJob Id: 3708 # of Openings: 1 TAX MANAGER – TRUST AND ESTATE At CRI your career path is just that—yours. We are strong believers in the notion that your career should adapt to and integrate into your life and not the other way around. We invite you to explore our opportunities and learn how CRI can help you reinvent your career path and shape your future. This is excellent opportunity to advance to Partnership. Essential Functions:
