Gift, Estate, Trust and HNWI Tax Supervisor

Gift, Estate, Trust and HNWI Tax Supervisor Full-time position at a well-established, stable and growing firm located in the Walnut Creek area. This role is 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. 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 has the ability to research complex tax issues Has a depth of experience which lends itself to the ability to 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 All your information will be kept confidential according to EEO guidelines. Remote and hybrid roles are available and this role is open to candidates in the United States. #J-18808-Ljbffr Advantage Group, Inc.