Marcum LLP
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Tax Manager - Trusts & Estates

Location: Miami, Fort Lauderdale & West Palm Beach

This position is closed and we are no longer accepting applications.

Marcum LLP is seeking experienced Estate and Trust Manager to join our growing and well-established national firm in our South Florida offices. The position requires a high-energy, experienced professional with strong interpersonal and supervisory skills.

Our growing tax practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.

Responsibilities

  • Responsible for developing tax minimization strategies for client with multi-state operations as well as state tax compliance preparation and review.
  • Focus on executing diligent client service and becoming orientated to the Firm's practices, policies and culture.
  • Create positive impression with client by exhibiting professional competence and ability.
  • Work with the larger corporate clients of the Firm to assess current state tax issues of the company
  • Design new strategies for savings and continuously re-evaluate plans as changes occur
  • Building and maintaining client relationships, creation of tax strategies and tax planning ideas
  • Train, supervise and review the work of other tax staff
  • Identify issues and potential opportunities for additional business to build up the consulting practice
  • Represent the Firm by presenting on areas of expertise at 3rd party events
  • Complete performance evaluations constructively and timely, and also provides ongoing performance feedback to employees
  • Maintain required annual CPEs

Qualifications

  • 7+ years experience in public accounting.
  • Bachelors or Master's degree in Accounting.
  • JD, MBA, MS Taxation is highly desirable.
  • CPA certification mandatory
  • Strong communication, research, analytical and writing skills.
  • Marketing/Sales savvy gives you an advantage with our entrepreneurial culture.
  • Possess a broad tax knowledge, with an expertise and passion for estate and trust taxation
  • Demonstrate excellent verbal and written communication skills
  • Have the ability to establish a rapport and good communication with clientele
  • Ability to review and provide feedback on tax work prepared by all staff in a professional manner
  • Have the ability to adhere to given budgets and time deadlines
  • Be able to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Demonstrate strong organizational skills and attention to detail
  • Have the ability to gather, organize and summarize information efficiently and effectively
  • Ability to train, orient, and mentor staff

Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, gender, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

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Benefits

Marcum offers our employees exceptional benefits. Periodic research is conducted to make sure we are at the forefront of the industry. Following are just some of the items in our benefit package:

  • Competitive salary.
  • Discretionary bonus program.
  • CPA exam assistance and assistance with licensing fees.
  • CPA bonus.
  • Client referral bonus.
  • Employee referral bonus.
  • Paid personal time off.
  • Career development program.
  • Medical, dental and vision insurance.
  • Life insurance.
  • Supplemental insurance.
  • Short-term and long-term disability insurance.
  • Flexible spending account.
  • Retirement plan with a generous employer contribution.
  • Continuing education assistance.
 
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ABOUT MARCUM LLP

Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

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