Gift, Estate, Trust and HNWI Tax Supervisor

Job not on LinkedIn

🕒 October 21

🏄 California – Remote

infoinfo

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Tax

Where this job comes from

Posted on Advantage Group, Inc.'s careers page, not through a job board

First seen by Remote Rocketship October 21

Still open on Advantage Group, Inc.'s site. Checked 7 minutes ago.

Logo of Advantage Group, Inc.

Advantage Group, Inc.

11 - 50 employees

🎯 Recruiter

👥 HR Tech

🤝 B2B

Recruitment • HR Tech • B2B

Advantage Group, Inc. is a contingency and retained search firm dedicated to serving both companies and individuals. Its mission is to effectively connect great companies with talented people, ensuring a perfect fit for both parties. By focusing on understanding the needs of their clients, Advantage Group strives to successfully meet the demands of companies looking for candidates and individuals seeking opportunities.

📋 Description

• Contribute to tax planning for individuals, trusts, and businesses • Apply tax expertise and knowledge of laws, regulations, and standards to formulate client-related recommendations • Technically review tax returns • Collaborate with partners, clients, and senior accountants • Identify, explain, and resolve tax issues • Foster and grow client relationships • Mentor and lead growing teams focused on Gift, Estate & Trust and HNWI tax

🎯 Requirements

• Bachelor's degree with an emphasis on Tax; Master's degree preferred • Licensed CPA • 10+ years of experience with High Net Worth Individual, Gift/Estate & Trust Tax • High level of technical tax proficiency • Experience researching complex tax issues • Ability to rapidly resolve unique issues and concerns creatively • Ability to establish, maintain, and grow customer relationships • Experience mentoring and leading teams focused on Gift, Estate & Trust and HNWI tax • Excellent verbal and written communication skills

🏖️ Benefits

• Competitive compensation • Excellent array of benefits • Real long-term stability • Career progression • Hybrid or fully remote working options

Apply Now

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