Gift, Estate, Trust and HNWI Tax Supervisor

Advantage Group • Concord, CA

1d • Hybrid

About The Position

This role is with a well-established, stable and growing firm located in the Walnut Creek area. They offer real career growth and competitive compensation. It will be integral to the tax planning of individuals, trusts and businesses 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.

Requirements

• Bachelor's degree (preferably Masters) with an emphasis on Tax
• Licensed CPA
• 7+ years of experience with High Net Worth Individual, Gift/Estate & Trust Tax
• High level of technical tax proficiency
• Experience with and ability to research complex tax issues
• Depth of experience which lends itself to the ability rapidly resolve unique issues and concerns in creative ways
• Ability to establish, maintain and grow relationships with customers
• Excellent verbal and written communicator

Responsibilities

• Technical review of tax returns
• Collaborating with partners, clients and senior accountants to identify, explain, and resolve tax issues
• Ensuring that client relationships are fostered and grow
• Mentoring and leading growing teams focused on Gift, Estate & Trust and HNWI tax

What This Job Offers

• Job Type: Full-time
• Career Level: Senior