Description & Requirements

How you will contribute:

* Manage a client base of wealthy individuals or high net-worth individuals with complex investments and succession strategies and small business clientele

* Act as technical reviewer of all individuals, estate, gift, and trust tax returns and tax research projects prepared by associates and seniors in a high volume, fast paced environment

* Supervise tax associates and seniors including participation in their training and growth.

* Prepare advanced estate planning projects for unique client situations

* Manage the workflow, including proper delegation to staff according to their experience, and coordination with senior managers and partners on all phases of the engagement

* Proactive effort to develop new business with both current and prospective clients

* Delegate work to staff according to their experience and capabilities in conformance with the planning documents described above

* Provide overall leadership, supervision, training, and performance feedback to staff

* Review the tax working papers and determine that the engagement has been performed in accordance with professional standards and the terms of the engagement letter

* Review trust documents and prepare a trust summary document to assist with trust administration

We are looking for people who have Forward Vision and:

* Experience managing multiple client engagements

* A strong sense of ownership for delivering ultra-responsive Client Service

* Excellent supervisory, team building, and time management skills

Minimum Qualifications:

* 5 years or more of public accounting experience

* 3 years or more of servicing high net worth clients, with highly complex investments and succession planning strategies

* CPA license

* Bachelor's degree in Accounting or related field

Preferred Qualifications:

* Master's degree in Taxation or Law degree

* Experience with CCH Axcess

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