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About the role
Key responsibilities & impact- Reviewing complex individual tax returns
- Advising high net worth individuals and families
- Managing, coaching and developing a team of tax professionals
Requirements
What you’ll need- A bachelor's degree in Accounting
- CPA license or a licensed Attorney is required
- Minimum of 8 years of work experience in professional services or professional tax organizations
- A thorough understanding of estate and wealth planning
- Experience with federal and state personal and trust income tax
- Excellent collaboration and negotiation skills
Benefits
Comp & perks- Flexible work environment
- Professional development opportunities
- Health insurance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax returnsestate planningwealth planningfederal taxstate taxpersonal income taxtrust income tax
Soft Skills
collaborationnegotiationcoachingteam development
Certifications
CPA licenselicensed Attorney
