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international tax estate tax cch axcess stock option planning grantor trusts (irc 671-679)📋 Description
- Lead and manage complex tax engagements for HNW clients and trusts.
- Guide teams, advise on sophisticated tax and wealth planning.
- Develop strong client relationships through exceptional service.
- Lead client meetings and present tax concepts clearly.
- Ensure timely filing and regulatory compliance of client returns.
- Oversee quality and training of staff and seniors.
🎯 Requirements
- Bachelor’s/Master’s in Accounting; active CPA license.
- 8+ years public accounting in HNW tax planning, compliance and consulting.
- Estate, gift, and trust tax laws; Grantor Trust (IRC 671-679).
- Familiarity with family office services and private foundations.
- Oversee complex engagements and deliver high-quality client service.
- Proficiency with tax software (CCH Axcess) and MS Office; staff supervision.
🎁 Benefits
- Training, mentoring, and staff development.
- Firmwide focus on inclusion and making a difference.
- Collaborative, entrepreneurial culture with growth opportunities.
- Hybrid work arrangement.
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