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cpa microsoft office tax planning estate tax tax compliance📋 Description
- Manage and review complex tax returns for high net worth individuals.
- Lead tax engagements from planning through delivery.
- Advise clients on sophisticated tax and wealth planning.
- Develop and maintain strong client relationships.
- Lead client meetings and present tax concepts clearly.
- Ensure timely and accurate filing; monitor deadlines.
🎯 Requirements
- Bachelor’s or Master’s degree in Accounting; active CPA license.
- 8+ years public accounting experience with HNW tax focus.
- Deep knowledge of estate, gift, and trust tax laws.
- Expertise in IRC 671-679 (Grantor Trust) and estate tax.
- Proficiency in tax prep software (CCH Axcess) and MS Office.
- Experience supervising, training, and reviewing staff.
🎁 Benefits
- Training, mentoring, and staff development.
- Growth opportunities in an entrepreneurial environment.
- Firmwide focus on inclusion.
- Exposure to clients across the U.S., UK, and India.
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