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microsoft office estate tax cch axcess family office services📋 Description
- Manage and review complex tax returns for high net worth individuals and trusts.
- Lead engagements from start to finish: planning, budgeting, and delivery.
- Guide teams and advise clients on sophisticated tax and wealth planning.
- Develop and maintain strong client relationships with exceptional service.
- Lead client meetings and presentations; clearly articulate tax concepts.
- Ensure timely filing of returns and regulatory deadlines.
🎯 Requirements
- Bachelor or Master in Accounting; Active CPA license.
- 8+ years in public accounting focusing on HNW tax planning and compliance.
- Deep estate, gift, and trust tax laws; Grantor Trust rules (IRC 671-679).
- Familiarity with family office services and private foundations.
- Proven ability to oversee complex engagements and deliver high-quality service.
- Proficiency in tax software CCH Axcess and MS Office; supervise staff.
🎁 Benefits
- Training, mentoring, and staff development.
- Inclusive culture focused on relationships and growth.
- Opportunities across U.S., UK, and India offices.
- Hybrid work option and entrepreneurial, growth-focused environment.
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