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tax planning trusts estate tax tax compliance cch axcess📋 Description
- Plan, manage, review, and complete client engagements.
- Lead tax engagements from planning to delivery, including budgeting.
- Build strong client relationships and understand business needs.
- Lead client meetings, articulating tax concepts clearly.
- Ensure timely, accurate filing of client tax returns.
- Monitor engagement profitability via budgets and billing.
🎯 Requirements
- Bachelor's and/or Master's in Accounting.
- Active CPA license.
- 8+ years in HNW tax planning, compliance, and consulting.
- Deep estate, gift, and trust tax knowledge.
- Expertise in IRC 671-679 Grantor Trust rules and estate tax principles.
- Familiarity with family office services and private foundations.
🎁 Benefits
- Hybrid work arrangement.
- Training, mentoring, and staff development opportunities.
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