Manage and review complex tax returns for high net worth individuals, closely held businesses, and trusts.
Lead tax engagements from planning through delivery, including budgeting and fees.
Develop strong client relationships by delivering exceptional service and understanding client needs.
Ensure timely, accurate filing of client tax returns, meeting regulatory deadlines.
Review work of team members and provide constructive feedback to ensure quality.
Provide proactive tax planning for multi-jurisdictional matters and wealth preservation strategies.

🎯 Requirements

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

Apply on employer's website

This employer gathers applications via their own applicant tracking system.

You will be redirected to an external application form.

Share job

Meet JobCopilot: Your Personal AI Job Hunter

Automatically Apply to Finance Jobs. Just set your preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.

Activate JobCopilot