Tax Senior, HNWI (Fully Remote)

• Apply tax expertise to HNWI individuals, Trusts & Estates for client recommendations.
• Technically review tax returns and collaborate with partners, clients, and senior accountants.
• Research and resolve complex tax issues to foster client relationships.

Qualifications:

• Bachelor’s or Master’s degree in accounting or related field.
• Licensed CPA or EA (or on track to earning).
• 4+ years of experience with complex HNWI, Gift/Estate&Trust Tax (706,709,1041).
• High level of technical tax proficiency and attention to detail.

About the Company:

• Well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area.
• Offers real career growth, competitive compensation, and excellent benefits.
• Hires candidates from all over the country with remote and hybrid options.

Advantage Group

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 with an excellent array of benefits and long-term career progression.