Manage and review complex tax returns for high net worth individuals, trusts.
Understand client needs; analyze tax issues; articulate conclusions with authorities.
Lead tax engagements from planning to delivery, including budgeting.
Develop and maintain strong client relationships through exceptional service.
Lead client meetings and presentations; clearly articulate tax concepts.
Ensure timely, accurate filing of client tax returns and deadlines.

🎯 Requirements

Bachelor's or Master's degree in Accounting.
Active CPA license required.
8+ years in progressive public accounting focusing on HNW tax planning, compliance, and consulting.
Deep understanding of estate, gift, and trust tax laws.
Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax principles.
Familiarity with family office services and private foundation structures; Proficiency with CCH Axcess.

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