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cpa microsoft office estate tax trust tax cch axcess📋 Description
- Manage and review complex tax returns for high-net-worth individuals and trusts.
- Lead tax engagements from planning through delivery.
- Build strong client relationships with high-touch advisory service.
- Provide proactive tax planning and wealth preservation strategies.
- Ensure timely, accurate filing and regulatory compliance.
- Collaborate with partners, staff, and clients on multi-jurisdictional matters.
🎯 Requirements
- Bachelor’s or Master’s in Accounting; CPA license required.
- 5+ years public accounting with HNW tax planning and compliance.
- Deep knowledge of estate, gift, and trust tax laws.
- Expertise in Grantor Trust rules (IRC 671-679) and estate tax.
- Familiarity with family office services and private foundations.
- Strong leadership: supervise staff and manage engagements.
- Proficiency with tax software (e.g., CCH Axcess) and MS Office.
🎁 Benefits
- Training, mentoring, and staff development.
- Inclusive culture focused on relationships and growth.
- Hybrid work environment.
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