Advantage Group, Inc.

Gift, Estate, Trust and HNWI Tax Supervisor

Advantage Group, Inc.

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Job Level

SeniorLead

About the role

  • 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

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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax planningtechnical review of tax returnsresearch complex tax issueshigh level of technical tax proficiencyresolving tax issues
Soft Skills
relationship buildingmentoringleadershipcommunication
Certifications
CPA