Lead tax engagements for high net worth individuals and trusts from planning to delivery
Supervise and review complex tax returns for HNW clients and closely held entities
Advise on sophisticated tax and wealth planning matters, including estate and trust issues
Develop client relationships and participate in new business development
Lead client meetings and present tax concepts clearly

🎯 Requirements

Bachelor’s and/or Master’s in Accounting; Active CPA license
8+ years in public accounting focusing on HNW tax planning, compliance, and consulting
Strong knowledge of estate, gift, and trust tax rules; IRC Sections 671-679 (Grantor Trusts)
Experience overseeing complex engagements and mentoring staff
Proficiency with tax software (e.g., CCH Axcess) and MS Office

🎁 Benefits

Hybrid work model with flexible client service delivery
Supportive, inclusive firm culture focused on development
Competitive salary and benefits package

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