Manage and review complex tax returns for high net worth individuals and trusts.
Lead tax engagements from start to finish, including planning and budgeting.
Develop and maintain strong client relationships by providing exceptional service.
Lead client meetings and presentations, articulating tax concepts clearly.
Ensure timely and accurate filing of client tax returns.
Review team work and provide constructive feedback for quality.

🎯 Requirements

Bachelor’s or Master’s degree in Accounting.
Active CPA license.
8+ years in HNW tax planning, compliance, and consulting in public accounting.
Deep understanding of estate, gift, and trust tax laws.
Expertise in IRC 671-679 Grantor Trust rules and estate tax.
Familiarity with family office services and private foundations.

🎁 Benefits

Training, mentoring, and staff development opportunities.
Inclusive, growth-focused firm culture.

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