Gift, Estate, Trust and HNWI Tax Senior - Advantage Group

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 offer long term opportunities along with a real understanding of the companies that we represent.

We will provide insight and information ensuring that you are making the right decision about the right opportunity for you.  We are as committed to and passionate about your success as we are about the companies that we represent.

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.

• Has earned a bachelor’s, preferably Masters, degree with an emphasis on Tax or Accounting
• Is a licensed CPA or EA
• Has 10+ years of experience with complex High Net Worth Individual, Gift/Estate&Trust Tax (706,709,1041)
• Has performed exceptionally in environments that required high level of technical tax proficiency
• Is experienced with and ability to research and resolve complex tax issues
• Is an excellent verbal and written communicator
• Experience w/ CCH ProSystem or Lacerte

This role is open to Remote or Hybrid employees with a firm based out of the Concord/Pleasant Hill/Walnut Creek area.