Manage and review complex tax returns for high net worth individuals, trusts.
Lead tax engagements from start to finish: planning, budgeting, execution, delivery.
Develop and maintain strong client relationships and understand client needs.
Lead client meetings and presentations, communicating tax concepts clearly.
Ensure timely and accurate filing of client tax returns and deadlines.
Monitor engagement profitability through budgets, billing, and client expectations.

🎯 Requirements

Bachelor's or Master's degree in Accounting
Active CPA license
8+ years of HNW tax experience
Deep knowledge of estate, gift, and trust tax laws
Grantor Trust rules (IRC 671-679) knowledge
Proficiency with CCH Axcess and MS Office

🎁 Benefits

Training, mentoring, and staff development
Growth-focused environment with diverse client work
Inclusive culture and focus on relationships
Hybrid work arrangement

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