Advantage Group

Gift, Estate, Trust and HNWI Tax Senior

Advantage Group

1 year ago
Remote
Full Time
Senior
0 applicants
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Advantage Group
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About this role

This role involves providing tax planning and review services for high net worth individuals and trusts, leveraging deep tax expertise to ensure compliance and optimize client outcomes. The position offers opportunities for career growth within a well-established firm that supports remote and hybrid work arrangements.

Skills

Qualifications

BS in Tax or AccountingCPA or EA
Advantage Group

About Advantage Group

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Advantage Group is a business intelligence and advisory firm that helps consumer goods manufacturers and retailers improve commercial performance. The company provides benchmarking, analytics, and consulting solutions focused on strengthening supplier-retailer relationships, sales effectiveness, and go-to-market strategy within the consumer packaged goods industry.

About Advantage Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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