Tax Manager - Trust and Estates Miami, FL Trust and Estates - Tax Manager Prepare and review complex gift, estate... and supervising staff, and an emphasis on Gift, Estate, and Trust knowledge. Excellent analytical and technical tax skills...
Contribute: Kaufman Rossin is seeking a Manager-level professional with Estate and Trust taxation experience... to join our dynamic team in Boca Raton. Our Estate and Trust group provides planning and tax compliance services to help our clients...
Studies, Mergers & Acquisitions , Certified Fraud Examiner, Employee Benefit Plan Audits, Trust, Gift, & Estate Tax Planning... corporate federal and state income tax returns Specialties: Real Estate, International Tax, Partnerships / S-Corporations...
documents and account agreements. Exhibits mastery of fiduciary duties, applicable laws and oversight, including trust and tax... or similar credential strongly preferred. 12-15 years’ experience as a relationship manager or attorney in trust...
as a relationship manager or attorney in trust administration, estate administration, estate planning, or related fields. Working... documents and account agreements. Exhibits mastery of fiduciary duties, applicable laws and oversight, including trust and tax...
and notifies the appropriate relationship manager 4. May serve as the local point of contact for the Wealth Region Support Leader... and procedures 6. Strong problem solving skills 7. Contribute to a positive team environment that fosters cooperation, trust...