Tax Planning Specialist

2 weeks ago


Concord, New Hampshire, United States Advantage Group Full time
Job Title: Gift, Estate, Trust and HNWI Tax SupervisorCompany Overview

Advantage Group is a retained search firm based in the San Francisco Bay Area, specializing in senior and executive level placements with stable and rapidly growing clients nationwide.

We have established deep relationships with real decision makers, some lasting over 20 years.

We offer long-term opportunities and a real understanding of the companies we represent.

We provide insight and information to ensure you make the right decision about the right opportunity for you.

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, with remote and hybrid roles available.

The ideal candidate will have a deep understanding of tax laws, regulations, and standards, and be able to apply this expertise to formulate client-related recommendations.

Responsibilities
  • Technical review of tax returns
  • Collaboration with partners, clients, and senior accountants to identify, explain, and resolve tax issues
  • Fostering and growing client relationships
  • Mentoring and leading growing teams focused on Gift, Estate & Trust and HNWI tax
Requirements
  • Bachelor's degree, preferably Master's, with an emphasis on Tax
  • Licensed CPA
  • 7+ years of experience with High Net Worth Individual, Gift/Estate & Trust Tax
  • Exceptional technical tax proficiency
  • Ability to research complex tax issues
  • Depth of experience to rapidly resolve unique issues and concerns in creative ways
  • Excellent verbal and written communication skills
Additional Information

All 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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