Kaufman Rossin

Estate and Trust Manager, 1041

Kaufman Rossin

full-time

Posted on:

Location: 🇮🇳 India

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Job Level

Mid-LevelSenior

About the role

  • Lead client relationships, technical tax compliance and consulting work
  • Manage staff and mentor team members
  • Manage annual compliance for estates and trusts, including income tax return (1041) review
  • Perform tax planning and research
  • Collaborate with clients’ attorneys and other advisors
  • Monitor and stay current on tax law changes and practices
  • Work with Principals on engagement budgets and staff utilization
  • Build collaborative relationships and develop firm service knowledge
  • Engage in ongoing personal development

Requirements

  • Senior level professional with Estate and Trust income taxation experience
  • Manage annual compliance for estates and trusts, including income tax return (1041) review
  • Tax planning and research
  • Collaborate with clients’ attorneys and other advisors
  • Keep up to date on current tax practices and changes in tax law
  • Work closely with Principals to develop and maintain accountability for engagement budgets and staff utilization
  • Meet expectations in a deadline-driven, fast-paced environment
  • 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
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