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Advantage Group
Gift, Estate, Trust and HNWI Tax SupervisorAdvantage Group • Concord, CA, United States
Gift, Estate, Trust and HNWI Tax Supervisor

Gift, Estate, Trust and HNWI Tax Supervisor

Advantage Group • Concord, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Gift, Estate, Trust and HNWI Tax Supervisor

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. It will be integral to the tax planning of individuals, trusts and businesses 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

  • Has earned a bachelor's, preferably Masters, degree with an emphasis on Tax
  • Is a licensed CPA
  • Has 7+ years of experience with High Net Worth Individual, Gift/Estate& Trust Tax
  • Has performed exceptionally in environments that required high level of technical tax proficiency
  • Is experienced with and ability to research complex tax issues
  • Has a depth of experience which lends itself to the ability rapidly resolve unique issues and concerns in creative ways
  • Is able to establish, maintain and grow relationships with customers
  • Has experience mentoring and leading growing teams focused on Gift, Estate & Trust and HNWI tax
  • Is an excellent verbal and written communicator

Additional Information

All your information will be kept confidential according to EEO guidelines. Remote and hybrid roles are available and this role is open to candidates in the United States.

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Gift, Estate, Trust and HNWI Tax Supervisor • Concord, CA, United States

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