Tax Senior, HNWI (Fully Remote)

Advantage Group; Deutschland; Hybrid; EUR 85.000 - 130.000; Vollzeit

Zusammenfassung

Advantage Group seeks an experienced tax professional to advise HNWI, Trusts, and Estates. You will apply tax expertise to client recommendations and collaborate with partners and senior accountants.

You will review returns, research complex issues, and help strengthen client relationships. This role offers remote and hybrid options in a well-established, growing firm with competitive compensation and strong benefits.

Qualifikationen

• Bachelor's or Master's 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.

Aufgaben

• 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.

Kenntnisse

Tax expertise

Client relations

Attention to detail

Research skills

Ausbildung

Bachelor's/Master's in accounting

CPA or EA licensed

Jobbeschreibung

• 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.