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international tax microsoft office suite estate tax trust tax cch axcess📋 Description
- Plan, manage, review, and complete client tax engagements.
- Provide proactive tax savings ideas and profitability guidance.
- Build and maintain client relationships; attract new clients.
- Ensure timely, accurate tax filing and regulatory compliance.
- Lead engagements from planning through delivery.
- Advise on stock option planning and international tax.
🎯 Requirements
- A Bachelor's degree and/or Master's in Accounting.
- Active CPA license.
- 5+ years of experience in HNW tax planning, compliance, and consulting in public accounting
- Deep understanding of estate, gift, and trust tax laws and their application.
- Proficiency in tax preparation software (e.g., CCH Axcess) and Microsoft Office Suite
- Experience supervising, training, developing, and reviewing the work of staff and senior associates
🎁 Benefits
- Training, mentoring, and staff development
- Investing in Relationships to Make a Difference
- Firmwide focus on Inclusion
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