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microsoft office tax planning trusts estate tax cch axcess📋 Description
- Manage and review complex tax returns for high-net-worth individuals, closely held businesses, and trusts.
- Lead tax engagements end-to-end: planning, budgeting, execution, delivery.
- Guide teams and advise clients on sophisticated tax and wealth planning matters.
- Develop strong client relationships through proactive service.
- Lead client meetings and presentations; communicate tax concepts clearly.
- Ensure timely, accurate filing of tax returns and regulatory deadlines.
🎯 Requirements
- Bachelor’s or Master’s degree in Accounting.
- Active CPA license required.
- 8+ years of progressive public accounting experience with a focus on HNW.
- Deep understanding of estate, gift, and trust tax laws.
- Expertise in IRC 671-679 Grantor Trust rules and estate tax principles.
- Familiarity with family office services and private foundation structures.
🎁 Benefits
- Training, mentoring, and staff development opportunities.
- Entrepreneurial environment promoting growth.
- Inclusive culture with focus on relationships.
- Hybrid work model with collaboration across offices.
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