Tax Supervisor, Gift, Estate, Trust and HNWI

This role is with a well-established, stable and growing firm located in the Walnut Creek area. They offer real career growth and competitive compensation. It will be integral to the tax planning of individuals, trusts and businesses 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.

Responsibilities

Tax planning of individuals, trusts and businesses; Applying tax expertise and a deep understanding of laws, regulations and standards to formulate client-related recommendations; Technical review of tax returns; Collaborating with partners, clients and senior accountants to identify, explain, and resolve tax issues; Ensuring client relationships are fostered and grow

Requirements

Bachelor's degree with an emphasis on Tax; Licensed CPA; 7+ years of experience with High Net Worth Individual, Gift/Estate & Trust Tax; Performed exceptionally in environments requiring a high level of technical tax proficiency; Experienced in researching complex tax issues; Ability to rapidly resolve unique issues and concerns in creative ways; Ability to establish, maintain and grow relationships with customers; Experience mentoring and leading growing teams focused on Gift, Estate & Trust and HNWI tax; Excellent verbal and written communicator

Nice to have

Master's degree with an emphasis on Tax (preferred)

Benefits

Excellent array of benefits; Real long-term stability; Career progression; Real career growth; Competitive compensation