Gift, Estate, Trust and HNWI Tax Senior

Gift, Estate, Trust and HNWI Tax Senior

17 Dec 2024
California, Concord, 94518 Concord USA

Gift, Estate, Trust and HNWI Tax Senior

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 hyrbid roles are available and they hire candidates from all over the country.It will be integral to the tax planning of HNWI individuals, Trusts & Estates 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.

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