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tax planning estate tax cch axcess grantor trust rules (irc 671-679) private foundation structures📋 Description
- Lead high net worth tax engagements from planning to delivery.
- Provide proactive tax planning and wealth preservation solutions.
- Build long-term client relationships and serve as primary contact.
- Ensure timely, accurate filing of client tax returns.
- Review work and provide feedback for quality control.
- Manage multiple engagements with deadlines.
🎯 Requirements
- Bachelor's or Master's in Accounting.
- Active CPA license required.
- 5+ years in public accounting focusing on HNW tax.
- Deep understanding of estate, gift, and trust tax laws.
- IRC 671-679 Grantor Trust rules and estate tax principles.
- Familiarity with family office services and private foundation structures.
- Proficiency with CCH Axcess and MS Office Suite.
🎁 Benefits
- Training, mentoring, and staff development.
- Inclusive, relationship-focused firm culture.
- Hybrid work environment and flexible schedule.
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