How You Will Contribute:
100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and C-corps (1120).
Provide consulting, planning, and tax-saving strategies to clients.
Develop and maintain client relationships by providing high quality service that exceeds client’s expectations.
Recognize and develop ways to minimize tax obligations by offering clients’ additional services.
Assist with managing, training, and developing staff.
Bachelor’s degree in accounting, MST preferred.
CPA License required.
5+ progressive years of experience with a focus on HNW individuals or family office average asset range $50mil – $300 mil. Experience from a public accounting firm. (i.e. Big 4, Forvis and Andersen Tax)