Benefits:

401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Flexible schedule
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Tuition assistance
Vision insurance
Wellness resources

High Net Worth & Trust Tax Accountant

Reports to: Team shareholder(s)

Supervises: (If applicable) Staff, In-Charge, Senior, and Supervisor Accountants

FLSA: Exempt (when full time)

Position Overview:

This role plays a key role in providing expert tax services focused on trust and estate planning, as well as high net worth individual tax matters. This position involves managing and performing complex tax engagements, ensuring compliance with all relevant tax regulations, and offering specialized advice in estate and trust taxation. This role involves collaborating with Shareholders and clients, developing tailored strategies for tax planning and compliance.

Essential Functions:

Specialized Tax Expertise: Handle a wide range of tax assignments with a focus on trust and estate taxation, including the preparation and review of complex tax forms such as:
- Form 1041: U.S. Income Tax Return for Estates and Trusts
- Form 706: U.S. Estate (and Generation-Skipping Transfer) Tax Return
- Form 709: U.S. Gift (and Generation-Skipping Transfer) Tax Return
- Form 8971: Information Regarding Beneficiaries Acquiring Property from a Decedent
- Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
- Form 3520-A: Annual Information Return of Foreign Trust With a U.S. Owner
- Form 990-PF: Return of Private Foundation (if applicable)
- Form 5227: Split-Interest Trust Information Return
Client Relationship Management: Develop and maintain strong relationships with high net worth clients, providing personalized tax planning and compliance services. Understand and address the unique tax needs of trust and estate clients.
Engagement Management: Lead or participate in tax engagements related to trusts and estates, ensuring that all work is completed in compliance with the latest tax laws and Firm standards.
Technical Leadership: Provide expertise and guidance on trust, estate, and high net worth individual tax matters to clients and team members. Stay updated on current tax legislation affecting these areas.
Problem Solving: Identify and address potential issues in engagements, particularly those involving complex trust and estate taxation, and collaborate with Shareholders and clients to develop effective solutions.
Quality Assurance: Ensure the accuracy and compliance of financial statements, tax returns, and other client deliverables related to estate and trust engagements.

Required Experience and Skills:

Specialization in Estate and Trust Taxation: Significant experience in trust, estate, and high net worth individual tax matters, including planning, compliance, and research, with a strong understanding of the associated tax forms.
Advanced Knowledge of Tax Law: Comprehensive knowledge of federal and state tax laws affecting trusts, estates, and high net worth individuals, including fiduciary income tax, gift tax, and estate tax regulations.
Client Service Orientation: Demonstrated ability to manage relationships with high net worth clients and provide customized tax planning and advisory services.
Critical Thinking and Decision-Making: Strong analytical skills with the ability to apply tax law to complex trust and estate planning scenarios.

Required Education: Bachelor’s in Accounting or a related field, with specialized coursework or certifications in estate and trust taxation preferred.

License/Certification: CPA highly preferred; additional certifications in Estate Planning (such as CPA/PFS, AEP, or CFP) preferred.

Working Requirements:

Occasional travel for meeting with clients or to attend seminars or staff meeting using a personal vehicle is likely.
Out-of-town travel with overnight stay is possible.
Occasional overtime is expected throughout the year and heavy overtime is required from January through April.

Safety:

Minimal hazards.
General office working conditions.
May be required to lift files/boxes in the range of 10-20 pounds.

Kerkering, Barberio & Co. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors.

We respect each of our employees’ unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics.

Flexible work from home options available.

Compensation: $66,500.00 - $130,000.00 per year

Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more.

Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine’s “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package.

For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.

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