What are the responsibilities and job description for the Trust and Estate Planning Director position at HCVT CPAs?
About Our Mission
We're committed to delivering exceptional tax advisory services that make a meaningful difference in the lives of our clients. Our team of experts is dedicated to staying ahead of the curve, anticipating changes in the tax landscape, and developing innovative solutions to help our clients achieve their goals.
We're passionate about building long-term relationships with our clients, based on trust, integrity, and a deep understanding of their unique needs and challenges. Whether it's tax planning, compliance, or estate planning, we're here to help you navigate the complexities of the tax world.
Key Responsibilities
- Providing tax compliance and advisory services to high net worth individuals, including their closely related businesses, trusts, and exempt organizations
- Working closely with clients and their other advisors to advise on income tax issues and related tax planning
- Identifying and proposing resolutions to complex income tax issues
Requirements
- 5 years of experience depending on relevant work experience
- Bachelor's degree in accounting or related major
- Excellent research skills and ability to research complex tax issues
- Ability to multi-task, prioritize responsibilities, and take initiative on projects
- Microsoft Office skills must be strong
