Gift, Estate, Trust and HNWI Tax Supervisor
Location
California
Posted
78 days ago
Salary
0
Seniority
Lead
Job Description
Gift, Estate, Trust and HNWI Tax Supervisor
Advantage Group, Inc.
• 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
Job Requirements
- 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
Benefits
- Remote and hybrid roles are available and they hire candidates from all over the country
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