Manage and review complex tax returns for HNW individuals, trusts, and closely held businesses.
Lead tax engagements from start to finish: planning, budgeting, execution, and delivery.
Develop and maintain strong client relationships with exceptional service.
Ensure timely and accurate filing of client tax returns, meeting deadlines.
Review work by team members, providing constructive feedback for quality and accuracy.
Strong analytical skills and ability to interpret complex tax laws and regulations.

🎯 Requirements

Bachelor’s or Master’s degree in Accounting.
Active CPA license.
5+ years of progressive public accounting experience focused on HNW tax planning, compliance, and consulting.
Deep understanding of estate, gift, and trust tax laws; IRC 671-679 and estate tax principles.
Proficiency in tax preparation software (CCH Axcess) and Microsoft Office Suite.
Experience supervising, training, developing, and reviewing staff.

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