Gift, Estate, Trust and HNWI Tax Senior
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Job Location:
Concord, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
This role is with a well-established stable and growing firm located in the Walnut Creek area. They offer real career growth and competitive compensation. Remote and hyrbid roles are available and they hire candidates from all over the country.
It will be integral to the tax planning of HNWI individuals Trusts & Estates and will apply tax expertise along with a deep understanding of laws regulations and standards to formulate client related recommendations.
Responsibilities will include the technical review of tax returns while collaborating with partners clients and senior accountants to identify explain and resolve tax issues to ensure that client relationships are fostered and grow.
Qualifications :
- Bachelors preferably Masters degree with an emphasis on Tax or Accounting
- Licensed CPA or EA
- 10 years of experience with complex High Net Worth Individual Gift/Estate&Trust Tax ()
- High level of technical tax proficiency with attention to detail
- Ability to research and resolve complex tax issues
- An excellent verbal and written communicator
- Experience w/ CCH ProSystem or Lacerte
Additional Information :
Candidate based out of the Bay Area are preferred. Firm is located in the Concord/Pleasant Hill/Walnut Creek area.
Remote Work :
No
Employment Type :
Full-time
About Company
Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally.We have established deep relationships, some lasting over 20 years, with real decision makers.We o ... View more
