Trust & Estate Manager: Award-Winning CPA Firm
An award-winning CPA firm is seeking a dedicated Trust & Estate Manager to join its team. This role requires a professional who thrives on deadlines, applies expertise to a diverse range of trust and estate matters, and contributes significantly to team success.

The Gold Standard Among Florida CPA Firms
The firm has been recognized as one of the “Best Companies to Work for in Florida” by Florida Trend for 12 consecutive years and was named one of Accounting Today’s Best Accounting Firms to Work For in 2021.

The difference in any working relationship comes from the people. The firm has built a team with the right mix of technical expertise, industry background, and people skills. It is known for its collaborative culture and commitment to exceeding client expectations.

*A Culture Built on a Simple PROMISE:*
* Act Passionately
* Be Respectful
* Seek Opportunities
* Serve as a Mentor
* Lead with Integrity
* Provide Outstanding Service
* Strive for Excellence

*More Than Just Another Accounting Role!*
This role offers the opportunity to apply trust and estate expertise across a diverse client base, serving as a trusted advisor.
* The work is dynamic, ensuring continuous learning and development.
* Career growth is encouraged, but stability is also valued for those who prefer it.
* A culture of collaboration is fostered, with leadership and peers providing support and guidance.

*Qualifications & Skills:*
* At least 7+ years of experience in trust, estate, and gift tax planning within a public accounting firm.
* Strong knowledge of trust, estate, and gift tax regulations and compliance requirements.
* Member in good standing with appropriate professional organizations.
* Ability to work independently with minimal supervision.
* Detail-oriented with strong organizational and time management skills.
* Adaptability to changing client needs and industry regulations.
* Professionalism and discretion in handling confidential information.
* Ability to build strong relationships with clients and internal teams.
* Willingness to travel to client sites within Southwest Florida.

This is an opportunity to join a firm that values expertise, integrity, and collaboration. The team is looking for professionals who are ready to make a difference!
If you’d like to know more about this position, just hit the apply button and I’ll be in touch. If you’re just browsing the job boards and haven’t dusted off that resume yet, that’s not a problem, you can find me on LinkedIn (Ellie Butler at Distinct North America).



INDFLO

Job Type: Full-time

Pay: $110,000.00 - $150,000.00 per year

Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Flexible schedule
* Health insurance
* Life insurance
* Paid time off
* Tuition reimbursement
* Vision insurance
* Work from home
Schedule:
* Monday to Friday



Experience:
* Public accounting: 5 years (Required)
* Wills, trusts, & estate law: 7 years (Required)

Work Location: Hybrid remote in Fort Myers, FL 33919