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cpa microsoft office international tax estate tax cch axcess📋 Description
- Manage and review complex tax returns for high net worth individuals, closely held entities.
- Lead tax engagements from planning to delivery, including budgeting.
- Develop and maintain strong client relationships with exceptional service.
- Ensure timely filing of client tax returns and regulatory deadlines.
- Provide proactive tax planning and wealth preservation strategies.
- Support business development and act as a key client contact.
🎯 Requirements
- Bachelor’s or Master’s degree in Accounting; CPA license required.
- 5+ years of progressive public accounting, focusing on HNW tax.
- Deep knowledge of estate, gift, and trust tax laws; Grantor Trust rules (IRC 671-679).
- Familiarity with family office services and private foundation structures.
- Proficiency with CCH Axcess and Microsoft Office; supervise staff.
🎁 Benefits
- Training, mentoring, and staff development.
- Investing in relationships and an inclusion-focused culture.
- High growth environment with varied opportunities.
- Hybrid work arrangement and cross-office collaboration.
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