Related skills
microsoft office tax planning estate tax tax compliance trust tax📋 Description
- Manage and review complex tax returns for high net worth individuals and trusts.
- Lead tax engagements from start to finish, including planning and budgeting.
- Develop and maintain strong client relationships with exceptional service.
- Ensure timely filing of client tax returns and deadlines.
- Review work by team members, providing constructive feedback for quality.
- Strong analytical skills and ability to interpret complex tax laws.
🎯 Requirements
- Bachelor's or Master's degree in Accounting.
- Active CPA license required.
- 5+ years in public accounting focused on HNW tax.
- Deep understanding of estate, gift, and trust tax laws.
- Proficiency with CCH Axcess and Microsoft Office.
- Experience supervising and mentoring staff and seniors.
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