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cpa microsoft office tax planning estate tax cch axcess📋 Description
- Plan, manage, review, and complete client tax engagements.
- Lead tax engagements from start to finish, incl. planning, budgeting, and delivery.
- Manage and review complex tax returns for HNW individuals, closely held businesses, and trusts.
- Develop and maintain strong client relationships; serve as primary contact for designated clients.
- Ensure timely and accurate filing of client tax returns and regulatory compliance.
- Analyze tax issues and interpret complex tax laws and regulations.
🎯 Requirements
- Bachelor’s or Master’s in Accounting; Active CPA license.
- 5+ years of HNW tax planning, compliance, and consulting in public accounting.
- Deep understanding of estate, gift, and trust tax laws; IRC 671-679.
- Familiarity with family office services and private foundation structures.
- Proficiency with tax prep software (CCH Axcess) and Microsoft Office.
- Experience supervising, training, developing, and reviewing staff and senior associates.
🎁 Benefits
- Training, mentoring, and staff development.
- Inclusive culture with a focus on relationships and inclusion.
- Opportunities to grow across multiple offices nationwide.
- Hybrid work environment providing flexibility.
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