Lead planning, management, review, and completion of engagements for HNW clients.
Manage and review complex tax returns for HNW individuals, trusts, and closely held businesses.
Provide proactive tax planning and wealth preservation strategies for individuals and families.
Lead engagements from start to finish, including planning, budgeting, execution, and delivery.
Develop and maintain strong client relationships with a high-touch advisory approach.
Ensure timely, accurate tax filings meeting regulatory deadlines.

🎯 Requirements

Bachelor’s or Master’s degree in Accounting.
Active CPA license required.
5+ years of progressive public accounting in HNW tax.
Deep knowledge of estate, gift, and trust tax laws.
Expertise in IRC 671-679 Grantor Trust rules.
Familiarity with family office services and private foundations.
Proficiency in CCH Axcess and MS Office.
Ability to develop tax planning strategies for clients.

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