Business Development, Certified Public Accountant (CPA), Communication Skills, Customer Relations, Detail Oriented, Develop and Maintain Customers, Estate Planning, Federal Laws and Regulations, Fiduciary, Investment Services, Leadership, Mentoring, Public Accounting, Sales Management, State Laws and Regulations, State Tax, Succession Planning, Tax Planning, Tax Regulations, Tax Software
Key Responsibilities:- Manage and review complex individual, fiduciary (Form 1041), estate (Form 706), and gift tax (Form 709) returns
- dvise HNWI clients on estate planning, trust structuring, charitable giving, and wealth transfer strategies
- Lead client engagements from planning through delivery, ensuring high-quality service and compliance
- Provide oversight, mentoring, and technical training to tax staff and seniors
- Liaise with attorneys, investment advisors, and fiduciaries to coordinate tax strategies
- Stay current on federal and state tax laws impacting estates, trusts, and wealthy individuals
- Identify planning opportunities and contribute to business development activities
- Maintain strong client relationships and serve as the go-to tax resource
Basic Qualifications:- CPA required; MST, JD, or LLM in Taxation strongly preferred
- Minimum 5-7 years of public accounting experience, with a focus on HNWIs, estates, and trusts
- In-depth knowledge of federal and state fiduciary and estate tax laws
- Excellent communication skills with the ability to convey complex tax concepts to clients
- Proven leadership and client management abilities
- Experience with tax software (e.g., CCH Axcess, ProSystem fx, or similar)
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Macpower Digital Assets Edge