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Summary
About the Role
About You
- Bachelor's degree in Accounting.
- CPA or Enrolled agent designation.
- 7+ years of relevant tax experience working with trusts, estates, and gift tax matters.
- Mid-size Public accounting firm experience or tax consultant practice experience.
- Extensive experience in Tax Advisory and Estate/Trust planning and compliance.
- Experience with reviewing fiduciary, gift, and estate tax returns.
- Experience with tax research software and memo writing.
- Proficiency in Microsoft Office Suite applications.
- Ability to cultivate and maintain key client relationships.
- Demonstrate polished written and verbal communication.
- MST or LLM in Taxation.
Benefits
- Permanent hybrid work arrangement.
- Competitive compensation commensurate with experience, ranging from $150k–$190k plus discretionary bonus.
At Wiss, we believe there’s more to accounting than just balancing the books. For over 50 years, we've partnered with privately held, investor-backed companies and family-run businesses to help them achieve and sustain financial success. We’re proud to be recognized among the IPA Top 100 Firms, USA Today’s Most Recommended Firms, and Accounting Today’s Fastest Growing Firms—a testament to our commitment to excellence and client success. Our mission is simple yet powerful: to empower businesses and families by building practical frameworks around accounting, tax strategies, family office services, and wealth management. From startups to established enterprises, we provide support through every stage of a lifecycle—helping you overcome obstacles and unlock growth opportunities. With a focus on the middle market, we offer everything from advisory and assurance services to advanced accounting solutions powered by AI and data analytics. This future-forward approach ensures that our clients benefit from smarter and faster financial insights. But we’re more than just numbers. At Wiss, we foster lasting relationships by offering white-glove, service-focused solutions tailored to your unique needs. When you choose Wiss, you’ll find a team that’s not only invested in your financial outcomes but in the stories that drive your success. Our vibrant culture reflects our commitment to our clients, employees, and community. Through social impact initiatives, we work to create lasting change within local neighborhoods while supporting the growth and development of our team. When you’re ready to elevate your business, we’re here to help. Together, we can chart a path toward a sustainable, thriving financial future. Discover the Wiss difference—connect with us today!