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cpa microsoft office tax planning estate tax tax compliance📋 Description
- Manage and review complex tax returns for high net worth individuals and trusts.
- Lead tax engagements from planning to delivery, including budgeting.
- Provide proactive tax savings and profitability suggestions for clients.
- Develop and maintain strong client relationships as a key contact.
- Ensure timely and accurate filing of client tax returns.
- Review team work and provide constructive feedback for quality.
🎯 Requirements
- Bachelor's or Master's in Accounting; CPA license.
- 5+ years of experience in high net worth tax planning, compliance, and consulting.
- Deep understanding of estate and gift tax laws.
- Expertise in IRC 671-679 Grantor Trust rules and estate tax.
- Familiarity with family office services and private foundations.
- Experience supervising staff and delivering high quality client service.
🎁 Benefits
- Training, mentoring and staff development.
- Inclusive culture focused on relationships and impact.
- Hybrid work environment.
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