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tax planning trusts estate tax cch axcess private foundations📋 Description
- Manage and review complex tax returns for HNW individuals and trusts.
- Lead tax engagements from planning to delivery, budgeting, and execution.
- Guide teams and advise clients on sophisticated tax planning.
- Develop and maintain strong client relationships through exceptional service.
- Ensure timely, accurate filing of returns and regulatory deadlines.
- Monitor engagement profitability, budgets, and client expectations.
🎯 Requirements
- Bachelor’s or Master’s in Accounting; Active CPA license required.
- 8+ years in public accounting with HNW tax planning and compliance.
- Deep knowledge of estate, gift, and trust tax laws; Grantor Trust rules.
- Experience with family offices and private foundation structures.
- Proficiency in tax software (CCH Axcess) and Microsoft Office.
- Experience supervising, training, and reviewing staff.
🎁 Benefits
- Training, mentoring, and staff development.
- Inclusion-focused culture and investing in relationships.
- Hybrid work environment across offices.
- Growth opportunities in a dynamic, entrepreneurial firm.
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