Advantagegroup3

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)

This listing is sourced directly from Advantagegroup3's careers page and normalized into a canonical job model.