Related skills
tax planning estate tax cch axcess private foundations grantor trust (irc 671-679)📋 Description
- Lead complex tax engagements for high net worth clients.
- Plan, manage, review, and complete engagements.
- Guide teams and advise on sophisticated tax planning.
- Grow the firm's high net worth practice.
- Partner with clients and staff to deliver service.
🎯 Requirements
- Bachelor’s/Master’s in Accounting; CPA required.
- 8+ years public accounting focused on HNW tax.
- Estate, gift, and trust tax law expertise.
- IRC 671-679 Grantor Trust rules knowledge.
- Experience with family offices and private foundations.
- Proficient in CCH Axcess and MS Office.
- Strong client management and leadership skills.
- Ability to supervise, train, and review staff.
🎁 Benefits
- Training, mentoring, and staff development.
- Inclusion-focused, relationship-driven culture.
- Opportunity to grow with a rapidly expanding firm.
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