Gift, Estate, Trust and HNWI Tax Supervisor

Job not on LinkedIn

🔥 9 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Tax

👻 Ghost score 15%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Advantage Group, Inc.

WebsiteLinkedInAll Job Openings

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