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international tax tax planning estate tax cch axcess grantor trust rules📋 Description
- Plan, manage, review, and complete client engagements for tax.
- Provide proactive tax savings and profitability guidance.
- Lead tax engagements from planning, budgeting, execution to delivery.
- Develop and maintain strong client relationships with exceptional service.
- Ensure timely filing of client tax returns; meet deadlines.
🎯 Requirements
- Bachelor's or Master's in Accounting; Active CPA license.
- 5+ years in HNW tax planning, compliance, and consulting in public accounting.
- Deep understanding of estate, gift, and trust tax laws; Grantor Trust rules.
- Familiarity with family office services and private foundation structures.
- Proficiency in tax software (CCH Axcess) and Microsoft Office; supervising staff.
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