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 offer long term opportunities along with a real understanding of the companies that we represent.
We will provide insight and information ensuring that you are making the right decision about the right opportunity for you. We are as committed to and passionate about your success as we are about the companies that we represent.
Job DescriptionThis 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. Remote and hyrbid roles are available and they hire candidates from all over the country.
It will be integral to the tax planning of HNWI individuals, Trusts & Estates and will apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client related recommendations.
Responsibilities will include the technical review of tax returns while collaborating with partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that client relationships are fostered and grow.
Qualifications- Bachelor’s, or Masters, degree with an emphasis on accounting or a related field
- Licensed CPA or EA (or on track to earning)
- 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
- An excellent verbal and written communicator
- Experience w/ recognized accounting/tax software (CCH, Lacerte)
- This company offers an excellent array of benefits, real long term stability and career progression.
- This is a hybrid role.
Skills Required
- Bachelor’s or master’s degree emphasizing accounting or a related field
- Licensed CPA or EA, or currently pursuing licensure
- 4 or more years of experience with complex high-net-worth individual, gift, estate, and trust taxation, including Forms 706, 709, and 1041
- High level of technical tax proficiency and attention to detail
- Ability to research and resolve complex tax issues
- Excellent verbal and written communication skills
- Experience with recognized accounting or tax software, including CCH or Lacerte
What We Do
Advantage Group is a retained search firm based in the San Francisco Bay Area that specializes in senior and executive-level placements. With over 20 years of experience, the firm builds deep, long-term relationships with decision-makers to provide stable, high-growth career opportunities for candidates. They are committed to understanding both the companies they represent and the professionals they place, ensuring successful, long-term matches for clients across the nation.
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