Tech Stack

Description

You will manage a national client portfolio, deliver superior service in trust and estate tax matters, and mentor team members to foster professional growth.

Requirements

• CPA or EA designation
• Bachelor's degree in accounting, finance, or related field
• 7+ years of public accounting experience
• Trust and estate tax expertise
• Client management and strong communication skills

Responsibilities

• Manage client portfolio and deliver high-quality service
• Ensure accuracy and compliance in tax form preparation and review
• Review work of tax seniors, staff, and interns
• Mentor and support team professional development
• Stay updated on tax regulations and research complex issues