Estate, Gift And Trust Expert

KSDT

Boca Raton, FL, USA
On-site
Estate, gift and trust tax planning
Fiduciary tax compliance
Client advisory services
KSDT is seeking an Estate, Gift, and Trust Expert to lead complex fiduciary tax engagements and provide strategic tax planning and compliance support. The company promotes a fun and creative work culture, emphasizing growth and mentorship, and is positioned for strong innovation through its partnership with Ascend

Job Summary

  • KSDT is recognized by Forbes and the South Florida Business Journal, now partnering with Ascend for growth.
  • The role focuses on delivering strategic tax planning, compliance, and administration support across estates, trusts, and gifts.
  • Ascend aims to transform the public accounting experience, prioritizing work-life harmony and professional fulfillment.

Matching Summary

Match Score: 85

KSDT is seeking an Estate, Gift, and Trust Expert to lead complex fiduciary tax engagements and provide strategic tax planning and compliance support. The company promotes a fun and creative work culture, emphasizing growth and mentorship, and is positioned for strong innovation through its partnership with Ascend.

Skills & Requirements

Must-have

  • Estate, Gift and Trust Tax Planning
  • Fiduciary Tax Compliance
  • Client Advisory Services
  • Tax Accounting Services

Nice-to-have

  • Mentoring Team Members
  • Strategic Tax Planning
  • Innovative Tax Solutions

Key Requirements

  • Estate, Gift and Trust Expertise
  • Leadership Skills
  • Tax Planning Experience

Work Rights

Not specified

Tailored Resume

Cover Letter