Tech Stack

Description

You will manage a national client portfolio in trust and estate tax matters, delivering high-quality service as a trusted advisor. Tackle complex tax issues, craft strategic solutions, and mentor team members to foster continuous improvement.

Requirements

• CPA or EA
• Bachelor's degree in accounting, finance, or related field
• 10+ years of public accounting experience
• Trust and Estate tax expertise
• Experience directly managing and interacting with clients

Responsibilities

• Manage client portfolio, consistently delivering high-quality service
• Ensure accuracy and compliance with preparation, review, and timely filing of tax forms
• Perform initial and/or final review of manager, tax senior, tax staff and intern work products
• Enhance efficiency across project initiatives
• Contribute to business development and departmental efficiency enhancements