Senior Tax Specialist – Individual, Trust & Estate Taxation

About the role

We are a respected boutique accounting firm seeking a Senior Tax Specialist to lead complex tax work for high‑net‑worth individuals, trusts, and estates. The role blends technical tax expertise with client relationship management in a collaborative environment.

Key responsibilities

• Prepare and review intricate federal and state tax returns for individuals, trusts, and estates.
• Develop advanced tax planning strategies and financial projections.
• Lead IRS audits, respond to notices, and manage tax controversy matters.
• Address technical tax issues and support corporate tax filings when needed.
• Collaborate with firm leadership on sophisticated tax matters.

Required profile

• 10+ years of experience in public accounting.
• Deep expertise in individual, trust, and estate taxation.
• Strong knowledge of federal and state tax laws.
• Excellent analytical, problem‑solving, and client‑facing skills.
• High accuracy in a compliance‑driven environment.

Required skills

• CCH Axcess

What we offer

• Competitive compensation package.
• Health and retirement benefits.
• Collaborative, professional environment with sophisticated clientele.