Trust & Estate Manager (CPA) - Boca Raton, FL

Trust & Estate Manager (CPA) - Boca Raton, FL

Location: Miami, FL and Boca Raton, FL

Compensation: $120,000 – $160,000+ (Based on experience)

About the Opportunity

My client, a highly respected and growing public accounting firm, is seeking an experienced Trust & Estate Manager (CPA) to join their team. This is a top-priority search for a seasoned professional who is passionate about trust and estate work and ready to take a leadership role in a collaborative, client-focused environment.

Ideal candidates will be based in South Florida (Miami or Boca Raton), but outstanding professionals in Denver or remote locations will also be considered.

Key Responsibilities

• Manage and oversee trust and estate engagements for high-net-worth individuals and families, ensuring all work is completed accurately, efficiently, and in compliance with applicable laws and regulations.
• Lead the preparation and review of complex trust, estate, and gift tax returns (including Forms 1041, 706, 709, and related filings).
• Advise clients on sophisticated estate planning strategies, tax minimization, and wealth transfer techniques.
• Serve as the primary point of contact for clients, attorneys, and financial advisors, delivering exceptional client service and building long-term relationships.
• Supervise, mentor, and develop junior staff, providing technical guidance and supporting their professional growth.
• Conduct and document tax research on trust and estate matters, staying current with evolving laws and industry best practices.
• Assist with IRS and state tax examinations and respond to inquiries as needed.
• Contribute to firm-wide initiatives to improve processes, enhance client experience, and support business development.

Qualifications

• Active CPA license required.
• At least 7–8 years of recent experience in public accounting, with a strong focus (60–75% or more) on trust and estate tax work.
• Expertise in preparing and reviewing trust, estate, and gift tax returns (Forms 1041, 706, 709, etc.).
• Deep knowledge of federal and state trust and estate tax laws, regulations, and best practices.
• Proven ability to advise high-net-worth clients on tax planning and wealth transfer strategies.
• Strong leadership, supervisory, and mentoring skills.
• Excellent communication and interpersonal abilities—able to explain complex concepts to clients and colleagues.
• Detail-oriented, organized, and able to manage multiple priorities and deadlines in a fast-paced environment.
• Experience with trust and estate tax software and strong proficiency in Microsoft Office Suite; experience with CCH, GoSystem, or similar applications is a plus.

Why Join?

• Competitive compensation: $120,000–$160,000+ based on experience and expertise
• Flexible work options: Miami, Boca Raton, fully remote for the right candidate
• Collaborative, supportive team culture
• Opportunities for professional growth and advancement
• Work with high-caliber clients and complex, rewarding engagements