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Key Responsibilities:
- 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.