Gift, Estate, Trust and HNWI Tax Senior
Advantage Group
About this role
A Tax Specialist provides expert tax planning and advisory services for high net worth individuals, trusts, and estates, applying deep knowledge of tax laws and regulations to formulate client recommendations.
Skills
Qualifications
About Advantage Group
advantagegroup.comAdvantage Group appears to be a professional services firm with roles in tax, estate planning, trust services, and corporate IT. The company likely provides accounting, advisory, and related business support services to individuals and organizations, operating in the professional services 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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