Gift, Estate, Trust and HNWI Tax Supervisor

advantagegroup3
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🌍 Remote📍 CA📍 Concord📍 Concord, CA, United States📍 usFull time

About this role

Company Description

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 Description

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.

Qualifications

  • Has earned a bachelor’s, preferably Masters, degree with an emphasis on Tax
  • Is a licensed CPA
  • Has 7+ years of experience with High Net Worth Individual, Gift/Estate& Trust Tax
  • Has performed exceptionally in environments that required high level of technical tax proficiency
  • Is experienced with and ability to research complex tax issues
  • Has a depth of experience which lends itself to the ability rapidly resolve unique issues and concerns in creative ways
  • Is able to establish, maintain and grow relationships with customers
  • Has experience mentoring and leading growing teams focused on Gift, Estate & Trust and HNWI tax
  • Is an excellent verbal and written communicator

Additional Information

All your information will be kept confidential according to EEO guidelines.

Remote and hybrid roles are available and this role is open to candidates in the United States.

Frequently Asked Questions

Is the salary disclosed for the Gift, Estate, Trust and HNWI Tax Supervisor position at advantagegroup3?
The salary for this Gift, Estate, Trust and HNWI Tax Supervisor role at advantagegroup3 is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the Gift, Estate, Trust and HNWI Tax Supervisor job at advantagegroup3 remote?
Yes, this Gift, Estate, Trust and HNWI Tax Supervisor position at advantagegroup3 is remote, with team members based in CA, Concord, Concord, CA, United States, us. You can work from home or anywhere in the supported regions.
Is the Gift, Estate, Trust and HNWI Tax Supervisor role at advantagegroup3 full-time or part-time?
This is listed as a Full time position. It is posted as a Gift, Estate, Trust and HNWI Tax Supervisor role at advantagegroup3.
How do I apply for the Gift, Estate, Trust and HNWI Tax Supervisor position at advantagegroup3?
Click the "Apply Now" button on this page. You will be redirected to advantagegroup3's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the Gift, Estate, Trust and HNWI Tax Supervisor job at advantagegroup3 posted?
This Gift, Estate, Trust and HNWI Tax Supervisor position at advantagegroup3 was posted on May 28, 2026. Apply as soon as possible — early applications are often reviewed first.
Gift, Estate, Trust and HNWI Tax Supervisor
advantagegroup3
Apply for this role ↗

You'll be redirected to advantagegroup3's official application page on SmartRecruiters.