Tax Senior, HNWI
Boost your chances before you apply.
Advantage Group
Walnut Creek, CA, US
Summary
The role involves tax planning for High Net Worth Individuals, Trusts, and Estates. Responsibilities include the technical review of tax returns and collaborating with partners and clients to resolve complex tax issues.
Job Description
Company Description
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 nationally.
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.
We will provide insight and information ensuring that you are making the right decision about the right opportunity for you. We are as committed to and passionate about your success as we are about the companies that we represent.
Job Description
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 hyrbid 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.
Welcome to our LinkedIn Company Page!
Executive Advantage Group is a Retained Executive Search firm with +20 years of experience conducting national executive searches across North America with and without geographic constraint. Since 2001, we have been helping clients maximize their return on executive talent acquisition.
We've proven our executive search process across virtually every industry segment and functional discipline. From Tel Aviv to Kuala Lumpur, clients range from pre-revenue early-stage start-ups, to family owned enterprises, to +$30B public companies.
With offices in the Pacific Northwest, Executive Advantage Group provides retained executive search services to a wide range of clients needing to attract and develop best-of-breed BoD and Officer Level leadership talent to Vice President, Director, Manager, and even key individual-contributor level individuals.
Our unique network driven methodology translates into the largest candidate reach of any search firm in the world. Through our network reach we're able to thoroughly cover a viable candidate population better than any other known sourcing methodology.
Our search Principals and Consultants possess Executive careers in Sales, Marketing, and Technology Management spanning more than 30-years (on average) of direct P&L line management and direct real-world business experience. Unlike most search consultants, we don’t simply understand the marketplace; we've actually worked in the marketplace. Our experience translates into our ability to thoroughly qualify a candidate's Leadership Value against our client's critical hiring criteria prior to formal submission.
We look forward to supporting you.
Vancouver, WA:
• Office (360) 309-7988
• Cell (503) 868-9598
Managing Principal Contacts:
• Michael Rothstein: [email protected]
Founded
1988
Company size
201-500 employees
Industry
Business Consulting and Services
Org type
Privately Held
Headquarters
Toronto, Ontario
Welcome to our LinkedIn Company Page!
Executive Advantage Group is a Retained Executive Search firm with +20 years of experience conducting national executive searches across North America with and without geographic constraint. Since 2001, we have been helping clients maximize their return on executive talent acquisition.
We've proven our executive search process across virtually every industry segment and functional discipline. From Tel Aviv to Kuala Lumpur, clients range from pre-revenue early-stage start-ups, to family owned enterprises, to +$30B public companies.
With offices in the Pacific Northwest, Executive Advantage Group provides retained executive search services to a wide range of clients needing to attract and develop best-of-breed BoD and Officer Level leadership talent to Vice President, Director, Manager, and even key individual-contributor level individuals.
Our unique network driven methodology translates into the largest candidate reach of any search firm in the world. Through our network reach we're able to thoroughly cover a viable candidate population better than any other known sourcing methodology.
Our search Principals and Consultants possess Executive careers in Sales, Marketing, and Technology Management spanning more than 30-years (on average) of direct P&L line management and direct real-world business experience. Unlike most search consultants, we don’t simply understand the marketplace; we've actually worked in the marketplace. Our experience translates into our ability to thoroughly qualify a candidate's Leadership Value against our client's critical hiring criteria prior to formal submission.
We look forward to supporting you.
Vancouver, WA:
• Office (360) 309-7988
• Cell (503) 868-9598
Managing Principal Contacts:
• Michael Rothstein: [email protected]
Founded
1988
Company size
201-500 employees
Industry
Business Consulting and Services
Org type
Privately Held
Headquarters
Toronto, Ontario
