What are the responsibilities and job description for the Senior Tax Professional - HNWI, Gift, Estate & Trust - Remote - WFH position at Get It - Finance?
Job Title: Gift, Estate, Trust and HNWI Tax Senior - Remote - WFH -
Job Overview
We are collaborating with a prestigious and rapidly expanding firm located in the Walnut Creek region. This organization is renowned for its stability and offers remarkable career advancement opportunities alongside a competitive compensation package. With flexible remote and hybrid working options, the firm encourages applications from qualified candidates nationwide.
Key Responsibilities
This position offers exceptional prospects for career development within a dynamic and stable firm. Employees are empowered to advance their careers while contributing to the success of their clients.
Company Culture And Values
The firm prides itself on fostering a supportive and growth-oriented atmosphere that encourages collaboration and professional success.
Employment Type: Full-Time
Job Overview
We are collaborating with a prestigious and rapidly expanding firm located in the Walnut Creek region. This organization is renowned for its stability and offers remarkable career advancement opportunities alongside a competitive compensation package. With flexible remote and hybrid working options, the firm encourages applications from qualified candidates nationwide.
Key Responsibilities
- Conduct comprehensive technical evaluations of tax returns and engage with partners, clients, and senior accountants to identify, elucidate, and resolve tax-related challenges.
- Foster and maintain robust client relationships by delivering informed and clear solutions to their tax concerns.
- Play an integral role in providing strategic advice to high-net-worth individuals and managing intricate tax issues, including gift, estate, and trust taxation.
- Collaborate within a nurturing, growth-focused environment that supports both your professional success and the prosperity of the clients you serve.
- Strong technical proficiency in tax matters and a proven ability to address complex tax issues effectively.
- Exceptional verbal and written communication skills, with a talent for articulating technical information in a clear and accessible manner.
- Familiarity with tax software such as CCH ProSystem or Lacerte is highly preferred.
- A Bachelor's degree is required; a Master's degree in Tax or Accounting is preferred.
- An active CPA or EA license is essential.
- A minimum of 10 years of experience in managing intricate tax matters for high-net-worth individuals, gift/estate, and trust taxation (706, 709, 1041).
This position offers exceptional prospects for career development within a dynamic and stable firm. Employees are empowered to advance their careers while contributing to the success of their clients.
Company Culture And Values
The firm prides itself on fostering a supportive and growth-oriented atmosphere that encourages collaboration and professional success.
Employment Type: Full-Time
