Gift, Estate, Trust and HNWI Tax Supervisor

🕒 Abril 1

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Advantage Group, Inc.

Advantage Group, Inc.

11 - 50 funcionários

🎯 Recrutamento

👥 RH Tech

🤝 B2B

Recruitment • HR Tech • B2B

Advantage Group, Inc. é uma empresa de recrutamento de busca contingencial e retida dedicada a atender tanto empresas quanto indivíduos. Sua missão é conectar efetivamente grandes empresas com pessoas talentosas, garantindo um encaixe perfeito para ambas as partes. Ao concentrar-se em entender as necessidades de seus clientes, a Advantage Group se esforça para atender com sucesso às demandas de empresas que buscam candidatos e de indivíduos em busca de oportunidades.

Descrição

• Integral to the tax planning of individuals, trusts and businesses • Apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client related recommendations • Responsibilities include technical review of tax returns while collaborating with partners, clients and senior accountants • Identify, explain, and resolve tax issues to ensure client relationships are fostered and grow

🎯 Requisitos

• Has earned a bachelor’s, preferably Masters, degree with an emphasis on Tax • Is a licensed CPA • Has 7+ years of experience with High Net Worth Individual, Gift/Estate & Trust Tax • Has performed exceptionally in environments that required high level of technical tax proficiency • Is experienced with and ability to research complex tax issues • Has a depth of experience which lends itself to the ability rapidly resolve unique issues and concerns in creative ways • Is able to establish, maintain and grow relationships with customers • Has experience mentoring and leading growing teams focused on Gift, Estate & Trust and HNWI tax • Is an excellent verbal and written communicator

🏖️ Benefícios

• Remote and hybrid roles are available and they hire candidates from all over the country

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