Manage and review complex tax returns for high net worth individuals and trusts.
Lead tax engagements from planning to delivery, including budgeting and fees.
Develop strong client relationships with exceptional service.
Lead client meetings and presentations; articulate tax concepts clearly.
Ensure timely, accurate filing of client tax returns.
Review team work; provide constructive feedback.

🎯 Requirements

Bachelor’s or Master’s degree in Accounting.
Active CPA license required.
8+ years of public accounting focused on HNW tax.
Grantor Trust rules (IRC 671-679) and estate tax principles.
Proficiency with CCH Axcess and Microsoft Office.
Experience supervising and reviewing work of staff and seniors.

🎁 Benefits

Training, mentoring, and staff development.
Inclusive culture with growth opportunities.

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