Advantage Group

Gift, Estate, Trust and HNWI Tax Senior

Advantage Group

4 days ago
Concord, CA
Hybrid
Full Time
Senior
0 applicants
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Advantage Group
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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

Bachelor’s DegreeMaster’s DegreeCPA LicenseEA License
Advantage Group

About Advantage Group

advantagegroup.com

Advantage 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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