Advantagegroup3
HNWI Tax Senior
Walnut Creek, CA, United States · Senior
Sponsorship not specifiedDetected 5 days ago
AccountingTaxResearch
About the role
- 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 will provide insight and information ensuring that you are making the right decision about the right opportunity for you.
Requirements
- Bachelor's, or Masters, degree with an emphasis on accounting or a related field
- 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
- Experience w/ recognized accounting/tax software (CCH, Lacerte)
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