Tax Senior

Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally.

We have established deep relationships, some lasting over 20 years, with real decision makers.

We offer long term opportunities along with a real understanding of the companies that we represent.

We will provide insight and information ensuring that you are making the right decision about the right opportunity for you.  We are as committed to and passionate about your success as we are about the companies that we represent.

This is a hybrid role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer stability, career growth and competitive compensation.

It will be integral to the tax planning of closely held businesses 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.

• Has earned a Bachelor’s, or Masters, degree with an emphasis on accounting or a related field
• Is a licensed EA or CPA (or on track to earning)
• 3+ years of tax experience at a public accounting firm
• Experience with privately held businesses 
• Has performed exceptionally in environments that required high level of technical tax proficiency
• Is experienced with and ability to research complex tax issues
• Has experience monitoring and managing client tax related projects and deadlines
• Is an excellent verbal and written communicatord
• Experience with recognized Accounting/Tax software (CCH/Lacerte) 

• This company offers an excellent array of benefits, real long term stability and career progression. 
• This is a hybrid role.