HNWI Tax Senior
Advantage Group Inc
This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation. Remote and hybrid roles are available and they hire candidates from all over the country. It will be integral to the tax planning of HNWI individuals, Trusts & Estates 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. Qualifications Bachelor’s, or Masters, degree with an emphasis on accounting or a related field Licensed CPA or EA (or on track to earning) 4+years of experience with complex High Net Worth Individual, Gift/Estate&Trust Tax (706,709,1041) High level of technical tax proficiency with attention to detail Ability to research and resolve complex tax issues An excellent verbal and written communicator Experience w/ recognized accounting/tax software(CCH,Lacerte) Additional Information This company offers an excellent array of benefits, real long term stability and career progression. This is a hybrid role. #J-18808-Ljbffr Advantage Group Inc
Vacancy posted 3 days ago
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