Senior Tax Advisor – HNWI, Gifts & Trusts; Hybrid
Listed on 2026-10-15
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Finance & Banking
Tax Advisor, Wealth Management
Advantage Group is seeking a tax professional to join a stable, growing firm in the Concord/ Pleasant Hill/ Walnut Creek area. You will focus on high-net-worth individual, trust and estate tax planning and return reviews, collaborating with partners and senior staff.
Hybrid work options are available and the team emphasizes client relationships and professional growth. The ideal candidate has CPA or EA status (or on track) with 4+ years of complex tax experience and strong research, analytical,
Step into the Senior Tax Advisor – HNWI, Gifts & Trusts (Hybrid) role at Advantage Group in Walnut Creek, CA, United States and grow with us.
This is a great role to take on the Senior Tax Advisor – HNWI, Gifts & Trusts (Hybrid) role at Advantage Group.
As a Senior Tax Advisor – HNWI, Gifts & Trusts (Hybrid), you will play an important part at Advantage Group in Walnut Creek, CA, United States.
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