Advantage Group · 17 hours ago
Gift, Estate, Trust and HNWI Tax Senior
Concord, CA
Full-time
Remote
Senior Level, Lead/Staff
10+ years exp
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Responsibilities
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.
Qualification
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Required
Has earned a bachelor’s 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
Preferred
Masters degree with an emphasis on Tax or Accounting
Experience w/ CCH ProSystem or Lacerte
Company
Advantage Group
The Advantage Group provides custom recruiting solutions nationally from the San Francisco Bay Area.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
