Focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance, involving holistic analysis of income tax, estate, gift, generation-skipping, philanthropic, retirement, and trust aspects.
- Plan and execute tax engagements including tax compliance and strategic tax consulting
- Review of work to ensure high quality results
- Review client’s current tax processes to identify inefficiencies and provide enhancements
- Develop and sustain strong relationships with clients and other professional advisors
- Review complex individual income tax returns (Form 1040) for high net-worth individuals
- Bachelor’s or master’s degree in accounting or business-related field
- Nice to have: SurePrep
- Nice to have: Enrolled agent license
- Nice to have: CPA license
- Nice to have: Master in US Taxation