Manage and review tax returns for HNW individuals, trusts, and closely held businesses.
Lead tax engagements from planning to delivery, including budgeting.
Develop and maintain strong client relationships by providing exceptional service.
Ensure timely and accurate filing of client tax returns.
Review work by team members, providing constructive feedback.
Analyze tax issues and interpret federal, state, and local regulations.

🎯 Requirements

Bachelor’s or Master’s degree in Accounting.
Active CPA license required.
5+ years in public accounting focusing on HNW tax.
Estate, gift, and trust tax law knowledge.
IRC 671-679 Grantor Trust rules.
Proficiency with CCH Axcess and Microsoft Office.

🎁 Benefits

Training, mentoring, and staff development.
Inclusive culture with growth opportunities.
Entrepreneurial environment with variety and opportunity.
Firmwide focus on relationships and inclusion.

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