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microsoft office tax planning public accounting estate tax trust tax📋 Description
- Lead planning, management, and completion of HNW tax engagements.
- Provide proactive tax planning and wealth preservation strategies.
- Build and maintain strong client relationships with designated clients.
- Manage multi-jurisdictional tax considerations and compliance.
- Support business development and advisory services.
🎯 Requirements
- 5+ years of progressive public accounting experience in HNW tax planning, compliance, and consulting.
- Active CPA license.
- Bachelor's or Master's in Accounting.
- Deep knowledge of estate, gift, and trust tax laws; IRC 671-679.
- Proficiency with tax software (CCH Axcess) and Microsoft Office.
- Experience supervising and mentoring staff and senior associates.
🎁 Benefits
- Hybrid work environment
- Training and mentoring programs
- Inclusive culture and client relationship focus
- Exposure to multi-jurisdictional tax matters
- Competitive benefits package
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