Gift, Estate, Trust and HNWI Tax Supervisor - Remote

Overview

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. Remote and hybrid roles are available and they hire candidates from all over the country.

In Short

• Integral to the tax planning of individuals, trusts, and businesses.
• Apply tax expertise along with a deep understanding of laws, regulations, and standards.
• Technical review of tax returns.
• Collaborate with partners, clients, and senior accountants.
• Identify, explain, and resolve tax issues.
• Foster and grow client relationships.
• Mentor and lead growing teams focused on Gift, Estate & Trust and HNWI tax.
• Excellent verbal and written communication required.
• Remote and hybrid roles available.
• Open to candidates in the United States.

Requirements

• Bachelor’s degree, preferably Masters, with an emphasis on Tax.
• Licensed CPA.
• 7+ years of experience with High Net Worth Individual, Gift/Estate & Trust Tax.
• High level of technical tax proficiency.
• Experience researching complex tax issues.
• Ability to resolve unique issues creatively.
• Establish and maintain customer relationships.
• Experience mentoring and leading teams.
• Excellent communication skills.

Benefits

• Real career growth opportunities.
• Competitive compensation.
• Remote and hybrid work options.
• Supportive work environment.
• Long-term opportunities with stable clients.