Gift, Estate, Trust and HNWI Tax Supervisor

This is a fully remote position, open to applicants in California.

📋 Description

• Assist in tax planning for individuals, trusts, and businesses.

• Utilize tax knowledge and understanding of laws, regulations, and standards to develop recommendations for clients.

• Conduct technical reviews of tax returns.

• Work collaboratively with partners, clients, and senior accountants.

• Identify, clarify, and address tax-related issues.

• Cultivate and enhance client relationships.

• Mentor and lead expanding teams focused on Gift, Estate & Trust and High Net Worth Individual tax.

⛳️ Requirements

• Bachelor's degree with a focus on Tax; a Master's degree is preferred.

• Certified Public Accountant (CPA) license required.

• Over 10 years of experience with High Net Worth Individual, Gift/Estate & Trust Tax.

• Strong technical proficiency in tax matters.

• Experience in researching complex tax issues.

• Capability to creatively resolve unique issues and concerns quickly.

• Ability to establish, nurture, and expand customer relationships.

• Experience in mentoring and leading teams dedicated to Gift, Estate & Trust and High Net Worth Individual tax.

• Exceptional verbal and written communication skills.

🏝️ Benefits

• Competitive salary.

• Comprehensive benefits package.

• Long-term stability.

• Opportunities for career advancement.

• Options for hybrid or fully remote work.