High Net Worth Tax Planning Specialist
1 month ago
Advantage Group, a renowned retained search firm based in the San Francisco Bay Area, seeks a seasoned High Net Worth Tax Planning Specialist to join their team. This exciting role offers real career growth and competitive compensation.
About the CompanyWe have established deep relationships with real decision makers, some lasting over 20 years, allowing us to provide long-term opportunities and unparalleled insights into our clients' needs.
Our team is passionate about your success, and we take pride in ensuring that you make informed decisions about the right opportunities for you.
About the RoleThis position involves working with a well-established, stable, and growing firm located in the Walnut Creek area. You will be an integral part of the tax planning process, applying your expertise in tax laws, regulations, and standards to formulate client recommendations.
You will collaborate with partners, clients, and senior accountants to identify, explain, and resolve tax issues, fostering strong client relationships and driving growth.
Responsibilities- Technical review of tax returns to ensure accuracy and compliance
- Collaboration with stakeholders to identify and resolve complex tax issues
- Development and implementation of tax planning strategies to meet client needs
- Mentoring and leading growing teams focused on Gift, Estate & Trust and HNWI tax
- Establishing and maintaining strong relationships with customers
- Bachelor's degree in Tax or related field, preferably with a Master's degree
- Licensed CPA with 7+ years of experience in High Net Worth Individual, Gift/Estate & Trust Tax
- Proven track record of technical tax proficiency and complex issue resolution
- Excellent verbal and written communication skills
This role is open to candidates across the United States, with remote and hybrid options available. We are committed to confidentiality and adhere to EEO guidelines.
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