Related skills
trusts estate tax cch axcess private foundations grantor trust (irc 671-679)📋 Description
- Manage and review tax returns for high net worth individuals, trusts.
- Understand client needs, analyze tax issues, and state conclusions.
- Lead tax engagements from planning to delivery.
- Develop strong client relationships through excellent service.
- Lead client meetings, presenting tax concepts clearly.
- Ensure timely, accurate filing of client tax returns.
🎯 Requirements
- Bachelor’s and/or Master’s degree in Accounting.
- Active CPA license required.
- 8+ years public accounting; focus on HNW.
- Deep understanding of estate, gift, and trust tax laws.
- Expertise in IRC 671-679 Grantor Trust rules and estate tax.
- Proficiency in CCH Axcess and Microsoft Office.
🎁 Benefits
- Training, mentoring, and staff development.
- Inclusion-focused culture and growth opportunities.
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