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cpa microsoft office tax planning trusts estate tax📋 Description
- Manage and review complex tax returns for HNW individuals, closely held businesses, and trusts.
- Lead tax engagements from planning to delivery, including budgeting and fees.
- Develop and maintain strong client relationships by providing exceptional service.
- Ensure timely and accurate filing of client tax returns, meeting deadlines.
- Review team work and provide constructive feedback to ensure quality.
- Interpret complex tax laws with strong analytical skills and attention to detail.
🎯 Requirements
- Bachelor's or Master's degree in Accounting.
- Active CPA license.
- 5+ years in HNW tax planning, compliance, and consulting (public accounting).
- Deep understanding of estate, gift, and trust tax laws.
- Expertise in IRC 671-679 Grantor Trust rules and estate tax principles.
- Familiarity with family office services and private foundation structures.
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