Gift, Estate, Trust and HNWI Tax Senior - Remote - WFH -

We are partnering with a well-established, stable, and rapidly growing firm based in the Walnut Creek area. The company offers excellent career growth opportunities and competitive compensation. With both remote and hybrid work options available, the firm welcomes candidates from across the country.

In this role, you will play an essential part in tax planning for high-net-worth individuals, as well as trusts and estates. You'll apply your tax expertise, along with a strong understanding of laws, regulations, and standards, to develop strategic recommendations for clients.

Key Responsibilities:

- Conduct technical reviews of tax returns and collaborate with partners, clients, and senior accountants to identify, explain, and resolve tax issues
- Ensure strong client relationships by offering clear, informed solutions to their tax-related needs
- Play a critical role in advising high-net-worth individuals and managing complex tax matters, including gift, estate, and trust tax
- Work within a supportive, growth-oriented environment to drive both your professional success and the success of the clients you serve

Qualifications:

- Bachelor's degree required; a Master's degree in Tax or Accounting is preferred
- Active CPA or EA license is required
- 10+ years of experience handling complex high-net-worth individual, gift/estate, and trust tax (706, 709, 1041)
- Strong technical tax proficiency and a proven ability to resolve complex tax issues
- Excellent verbal and written communication skills, with a demonstrated ability to explain technical information clearly
- Experience with tax software such as CCH ProSystem or Lacerte is highly preferred

Additional Information:

This role is open to remote or hybrid employees, with the firm based in the Concord/Pleasant Hill/Walnut Creek area.
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year