Estate Gift and Trust Expert

Estate Gift and Trust Expert

About KSDT 

KSDT has long been recognized as one of Forbes Best Accounting and Tax Firms in America and one of the South Florida Business Journal’s Best Places to Work. Now, with our exciting new partnership with Ascend, we’re stepping into the next phase of growth and opportunity.

What hasn’t changed is our culture: the “secret sauce” that sets us apart. We foster a fun and creative environment, keep the politics out, and make work-life balance a priority. We seek highly motivated individuals who want not only true career advancement, but also the chance to shape and grow alongside a firm that is scaling rapidly. Our partners and knowledgeable professionals remain accessible for hands-on learning, mentorship, and development.

In September 2025, KSDT  made the strategic decision to join Ascend! With Ascend’s partnership and shared resources, KSDT  is well positioned for strong innovation and growth in the years to come.

About Ascend

At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms - from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources. 

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. 

For more information, visit www.ascendtogether.com.

Locations:

Miami, Florida OR Weston, Florida OR Boca Raton, Florida OR Hybrid

The Role

KSDT is seeking an Estate, Gift and Trust Manager to lead complex estate and fiduciary tax engagements while serving as a trusted advisor to clients and their professional networks. This role focuses on delivering strategic tax planning, compliance, and administration support across estates, trusts, gifts, and related entities. The ideal candidate brings strong technical expertise, leadership skills, and a passion for mentoring team members while helping clients navigate complex wealth transfer matters.

Responsibilities

• Partner with clients and their advisors to provide innovative tax accounting services, including planning, research,  and compliance related to estates, estate tax planning, trusts, gifts, generation-skipping transfers, fiduciary accountings and tax-exempt organizations (hereafter, “EGT/TEO”), and some related entities including individuals, partnerships,  and S Corporations.

• Manage and independently produce the required analysis of trust agreements for tax and accounting purposes, as well as gift, estate, and generation-skipping transfer planning and compliance purposes.

• Manage and drive the success of multiple estate and trust administrations from a tax and accounting standpoint, i.e., year of death and period of administration, to ultimate disposition, including final individual income tax compliance, pre- and post mortem planning, estate and trust dispositions, and all related tax and compliance issues.

• Manage and drive the success of multiple engagements in EGT/TEO entities and related entities’ taxation.

• Provide proper representation with taxing authorities for clients under federal or state examination. Possess strong writing skills for responding to problem resolutions for tax notices.

• Work closely with Partners, Senior Managers and staff on client management, professional development and business development activities.

• Manage team's activities, charge-ability, and budgets.

• Develop team's technical and industry skills and mentor career growth.

• Be involved in practice development efforts of the firm.

• Assist partners with preparation of engagement budgets, client billing and staff performance reviews.

• Review staff work product and ensure firm processes and quality control procedures are being executed.

• Identify and pursue outside business contacts through social, charitable, and business organizations. Become an active participant in these networking channels.

• Pursue professional development through public speaking opportunities, seminar delivery, and through the writing of articles.

• Assist in preparing proposals and presentations.

Desired Qualifications

• BBA/BS in Accounting.

• Masters in Taxation degree or LLM in Taxation a plus.

• CPA certification and active CPA license preferred

• Five or more years of experience at a public accounting firm, with a substantial dedication of time to providing corporate and individual tax compliance and consulting services.

• Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.

Benefits and Perks:

• Health, Dental, Vision, Short and Long-Term Disability

• Flexible Time Off

• FSA & HSA

• Employee Assistant Programs

• 401(k) Matching

• Commuter Benefits

• Parental Leave

• Modernized Incentives and Equity Participation

KSDT is dedicated to ensuring equal opportunity in all aspects of employment, including hiring, promotion, compensation, and workplace culture.

KSDT is committed to fostering a diverse and inclusive workplace. We comply with all applicable federal, state, and local employment laws and do not discriminate based on race, color, religion, sex, national origin, age, disability, pregnancy, childbirth, genetic information, sexual orientation, gender identity, veteran status, or any other protected category under applicable law.

We provide reasonable accommodations for qualified individuals with disabilities, pregnancy-related conditions, and religious beliefs, unless doing so would impose an undue hardship.

This job description is intended to provide a general overview of the responsibilities and qualifications of the position. It is not an exhaustive list, and additional duties may be assigned as needed.

Job responsibilities subject to change depending on whether candidate is a Manager or Supervisor

Related Job Titles

Tax Supervisor

Tax Senior Manager

Senior Tax Manager