High Net Worth Tax Principal

Join Frazier & Deeter, a rapidly growing Top 50 accounting & advisory firm, as a Tax Principal. We're committed to training, mentoring, and developing our staff members, and we offer a suite of services to clients of all sizes across the US and globally.

Requirements

• Active CPA license
• 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting
• Deep understanding of estate, gift, and trust tax laws and their application
• Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
• Expertise in advanced wealth transfer strategies
• Familiarity with family office services and private foundation structures
• Proven expertise in overseeing complex client engagements and delivering high-quality client service
• Ability to develop tax planning strategies for clients
• Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
• Experience supervising, training, developing, and reviewing the work of staff and senior associates

Benefits

• Best Firm to Work For
• Best Firm for Women
• Pacesetter firm among U.S. accounting firms