Manage and review complex tax returns for HNW individuals, closely held businesses, and trusts.
Analyze client needs, identify tax issues, and present conclusions with sources.
Lead tax engagements from planning to delivery, including budgeting and fees.
Develop strong client relationships and provide exceptional service.
Ensure timely, accurate filing of client tax returns.
Review team work and provide constructive feedback for quality.
Strong analytical skills; interpret complex tax laws.
Extensive knowledge of federal, state, and local tax regulations.
Strong project management and ability to manage multiple engagements.

🎯 Requirements

Bachelor's or Master's degree in Accounting.
Active CPA license required.
5+ years in public accounting with HNW focus.
Deep understanding of estate, gift, and trust tax laws.
Grantor Trust rules (IRC 671-679) and estate tax principles.
Proficiency in tax software (CCH Axcess) and MS Office.

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