Gift, Estate, Trust and HNWI Tax Supervisor

Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients. We have established deep relationships, some lasting over 20 years, with real decision makers. We offer long term opportunities along with a real understanding of the companies that we represent.

Description:

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.

Qualifications:

• Licensed CPA OR EA
• 7+ years of experience with High Net Worth Individual, Gift/Estate& Trust Tax (706, 709, 1041, 1065 and complex 1040 returns)
• Has performed exceptionally in environments that required high level of technical tax proficiency
• 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
• Able to establish, maintain and grow relationships with clients
• Experience mentoring and leading growing teams focused on Gift, Estate & Trust and HNWI tax
• Excellent verbal and written communicator

Education and Certifications:

• Bachelors or Masters with an emphasis on Accounting or a related field.

Location:

This role is located San Francisco Bay Area East Bay