Senior
Advantage Group · Concord/Pleasant Hill/Walnut Creek area · Hybrid
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Provide tax planning and technical review for high net worth individuals trusts and estates.
Worth knowing: Work involves Gift Estate and Trust tax forms 706 709 1041
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. Job Description This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/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. Qualifications Bachelor’s,  or Masters, degree with an emphasis on accounting or a related field Licensed CPA or EA (or on track to earning) 4+ years of experience with complex High Net Worth Individual, Gift/Estate&Trust Tax (706,709,1041) High level of technical tax proficiency with attention to detail  Ability to research and resolve complex tax issues An excellent verbal and written communicator Experience w/ recognized accounting/tax software (CCH, Lacerte) Additional Information This company offers an excellent array of benefits, real long term stability and career progression.  This is a hybrid role.  By clicking the link above or any third-party link within this posting, you are leaving this site and going to a third-party website where the third-party website's terms and privacy policy apply I'm interested I'm interested I'm interested Refer a friend share this job
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