A local CA firm needing to grow. Primarily working on Tax and Bookkeeping opportunities with a number of clients from different industries and size.
Key for this role is to have a solid depth of understanding of estate and trust taxes. Having an equal strong understanding of corporate and personal taxes is also a requirement. A typical engagement they do does not have complex situations given our client makeup. So while it is a nice to have to potentially expand services, it isn’t something that they encounter. One thing to note is that other engagements do come from a partner firm where we can get support as required for these engagements materialize.