Gift, Estate, Trust and HNWI Tax Supervisor

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

📋 Description

• Essential to the tax strategy for individuals, trusts, and businesses

• Utilize tax knowledge along with a comprehensive understanding of laws, regulations, and standards to develop client-specific recommendations

• Duties will encompass the technical assessment of tax returns

• Work alongside partners, clients, and senior accountants to identify, clarify, and resolve tax-related issues

⛳️ Requirements

• Holds a bachelor’s degree, preferably a Master's degree, focused on Tax

• Possesses a valid CPA license

• Has over 7 years of experience with High Net Worth Individuals, Gift/Estate & Trust Tax

• Has demonstrated exceptional performance in settings that demand a high level of technical tax expertise

• Experienced in researching complex tax matters

• Brings a wealth of experience that enables the swift resolution of unique issues and concerns creatively

• Capable of establishing, maintaining, and enhancing relationships with clients

• Experienced in mentoring and leading teams focused on Gift, Estate & Trust and HNWI tax

• Excellent verbal and written communication skills

🏝️ Benefits

• Employees have the option to work remotely