OverviewAs a key member of our Tax team, the position will assume a strategic role in high level tax oversight, client relationship management, and team development, with a particular emphasis on estate and trust taxation. The primary day-to-day responsibilities may involve tax planning, tax return review, building and maintaining local business professional network, strategic planning, engagement planning and oversight, quality control review, and mentoring and training staff.ResponsibilitiesPrepare and review fiduciary, gift, and estate tax returns, ensuring accuracy and compliance with current tax lawLead estate and trust tax planning, including estate plan reviewDeliver exceptional consulting and advisory supportWork closely with trustees, attorneys, and personal representatives to execute tax strategy and project managementAnalyze and interpret trust and estate documents, with a focus on understanding the tax implications of document language.Monitor and interpret legislative changesProvide engagement oversight and quality control, including technical review and internal staff leadershipQualificationsProficient technical tax knowledgeMust enjoy "taking care" of their clientsProven time and project management skills, able to effectively manage client relationships and workloadProfessional and personablePractices a high level of inclusion and collaboration skillsPays close attention to detailAble to adapt to multiple businesses/industriesPrefers a fast-paced, hands‑on work environment, able to handle stress and deadlinesEmbraces technology and uses it to improve processesRequirementsBachelor's degree in AccountingActive CPA license5+ years of related public accounting tax experience3+ years of expertise in estate, gift, and trust tax planning and complianceProven leadership abilitiesBenefitsHealth Insurance – Immediate eligibility for employer-sponsored medical, dental, visionWork-Life Balance – schedule flexibility, personalized hybrid work arrangements, generous PTO, parental leaveFlexible Spending & Dependent Care Accounts401k + Retirement Advising#J-18808-Ljbffr