High Net Worth Tax Principal

Join Frazier & Deeter, a rapidly growing Top 50 accounting & advisory firm, as a High Net Worth Tax Principal. We offer a growth mindset, entrepreneurial environment, and opportunities for professional development.

Requirements

• Bachelor's degree and/or Master's degree in Accounting
• 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
• 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

• Exceptional service and understanding of client business needs
• High-quality client service
• Strong communication skills and ability to articulate tax-related concepts clearly and effectively
• Opportunities for professional development
• Variety and opportunities in a rapidly growing firm