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cpa microsoft office trusts stock_options_planning📋 Description
- Manage and review tax returns for high net worth individuals and trusts.
- Lead tax engagements from planning through delivery.
- Build strong client relationships with exceptional service.
- Lead client meetings and present tax concepts clearly.
- Ensure timely filing and regulatory compliance.
- Review team work and provide feedback for quality.
🎯 Requirements
- Bachelor’s or Master’s degree in Accounting.
- Active CPA license.
- 8+ years in HNW tax planning, compliance and consulting.
- Deep knowledge of estate, gift, and trust tax laws.
- Expertise in IRC 671-679 (Grantor Trust rules) and estate tax principles.
- Proficiency in tax software (CCH Axcess) and Microsoft Office.
- Experience supervising, training, and reviewing staff.
- Strong analytical skills and problem solving.
🎁 Benefits
- Hybrid work model.
- Training, mentoring, and staff development.
- Inclusion-focused firm culture.
- Opportunities to work with clients across the U.S. and globally.
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