🛠 Tech Stack

💼 About This Role

You'll provide tax compliance and advisory services to high net worth individuals and family offices, specializing in estate, gift, and trust taxation. You'll work closely with clients and their advisors to structure estate plans and prepare tax returns. This role offers exposure to both consulting and compliance in a growing firm with a hybrid work model.

🎯 What You'll Do

• Provide tax compliance and advisory services to high net worth individuals
• Develop and maintain strong client relationships
• Identify and propose resolutions to complex income tax issues
• Oversee planning and scheduling of engagements

📋 Requirements

• 5+ years of experience in individual, trust, estate, and gift tax
• Bachelor's degree in accounting or related major
• Licensed CPA or equivalent
• Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess