.png?1697040042){kind=logo}
High Net Worth Tax Principal
Frazier & DeeterAlpharetta, Georgia, United States
Posted May 14, 2025
Full Time
About the Company
Frazier & Deeter delivers comprehensive accounting and advisory services with a dedication to client growth and satisfaction.
Job Description
Join Frazier & Deeter as a High Net Worth Tax Principal and be a part of a rapidly growing Top 50 accounting & advisory firm. Work closely with partners, staff, and clients to plan, manage, and complete client engagements. Develop strong client relationships and lead business development efforts.
Requirements
- Bachelor's 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
- Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite