Description

Lead complex estate, trust, and high-net-worth individual tax engagements, providing comprehensive tax compliance and strategic planning. You'll serve as a trusted advisor to HNW individuals and families, oversee complex filings, and contribute to practice development.

Requirements

• BS or MS in Accounting or Tax
• 6+ years of experience
• Strong technical expertise in estate, trust, and individual taxation
• Leadership ability and excellent communication skills
• Proven ability to build long-term client relationships

Responsibilities

• Oversee multiple client engagements
• Technical planning and advising of clients including private entities and high-profile individuals/families
• Develop and maintain excellent client relationships
• Serve as primary client contact and interact with client owners and senior team members
• Set and monitor budgets, assist with staff scheduling and workload assignments