Related skills
tax planning microsoft office suite estate tax cch axcess grantor trust rules (irc 671-679)📋 Description
- Manage and review complex tax returns for high-net-worth individuals and trusts.
- Lead tax engagements from start to finish, including planning, budgeting, and execution.
- Develop and maintain strong client relationships with exceptional service.
- Lead client meetings and presentations, clearly communicating tax concepts.
- Ensure timely and accurate filing of client tax returns.
- Monitor engagement profitability by budgets, billing, and client expectations.
🎯 Requirements
- Bachelor's degree and/or Master's in Accounting.
- Active CPA license.
- 8+ years of experience in HNW tax planning, compliance, and consulting in public accounting.
- Deep understanding of estate, gift, and trust tax laws.
- Proficiency in tax preparation software (CCH Axcess) and Microsoft Office Suite.
- Experience supervising, training, and reviewing staff and senior associates.
🎁 Benefits
- Training, mentoring, and professional development.
- Firmwide focus on inclusion and investing in relationships.
- Growth opportunities across offices nationwide.
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.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!