HNWI Tax Senior (Fully Remote)

• This role is integral to the tax planning of HNWI individuals, trusts, and estates.
• Apply deep tax expertise and understanding of laws to formulate client recommendations.
• Ensure client relationships are fostered and grown through collaborative technical review.

Key Responsibilities:

• Technical review of tax returns (706, 709, 1041) with attention to detail.
• Identify, explain, and resolve complex tax issues with partners and senior accountants.
• Research and apply tax laws to ensure compliance and optimize client outcomes.

Qualifications:

• Bachelor's or Master's degree in accounting or related field.
• Licensed CPA or EA (or on track to earning).
• 4+ years of experience with HNWI, Gift/Estate & Trust Tax.

Confidential

They are a well-established, stable and growing tax firm specializing in HNWI tax planning, trusts, and estates. They offer real career growth, competitive compensation, and a hybrid work environment.