Related skills
cpa tax planning microsoft office suite estate tax cch axcess📋 Description
- Manage and review complex tax returns for HNW clients.
- Lead tax engagements from planning to delivery.
- Develop and maintain strong client relationships.
- Ensure timely and accurate filing of client tax returns.
- Review team work; provide feedback for quality.
- Strong project management and multi-engagement skills.
🎯 Requirements
- Bachelor's or Master's degree in Accounting.
- Active CPA license required.
- 5+ years in public accounting with HNW tax.
- Understanding of estate, gift, and trust tax laws.
- Expertise in IRC 671-679 Grantor Trust rules and estate tax.
- Proficiency with CCH Axcess and Microsoft Office.
🎁 Benefits
- Growth mindset and entrepreneurial culture.
- Training, mentoring, and staff development.
- Inclusion-focused firm culture.
- Invest in Relationships to Make a Difference.
- Opportunities for personal and professional growth.
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