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tax planning microsoft office suite estate tax tax compliance cch axcess📋 Description
- Manage and review complex tax returns for high net worth individuals.
- Lead tax engagements from planning to delivery and budgeting.
- Develop and maintain strong client relationships.
- Lead client meetings and present tax concepts clearly.
- Ensure timely filing of client tax returns.
- Review work of team members for quality and accuracy.
🎯 Requirements
- Bachelor’s or Master’s degree in Accounting.
- Active CPA license.
- 8+ years in HNW tax planning and compliance.
- Deep knowledge of estate, gift, and trust tax laws.
- Proficiency with CCH Axcess and MS Office.
- Experience supervising staff and delivering client service.
🎁 Benefits
- Training and mentoring for staff.
- Inclusion and relationship-focused culture.
- Hybrid work arrangement.
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