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Advantage Group

HNWI Tax Senior

Walnut Creek, CA · Hybrid

It will be integral to the tax planning of HNWI individuals, Trusts & Estates and will apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client ...

Advantage Group

HNWI Tax Senior

Walnut Creek, CA · Hybrid

It will be integral to the tax planning of HNWI individuals, Trusts & Estates and will apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client ...

Advantage Group

HNWI Tax Senior

Walnut Creek, CA · On-site

It will be integral to the tax planning of HNWI individuals, Trusts & Estates and will apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client ...

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What is a high-net-worth individual (HNWI)?

HNWIs, or High-Net-Worth Individuals, are people who possess a significant amount of investable financial assets, typically excluding their primary residence. The threshold to be considered an HNWI varies by institution, but it usually refers to individuals with at least $1 million in liquid assets. HNWIs often receive specialized financial services, investment options, and wealth management advice from banks and financial institutions due to their substantial assets.

What are the key skills and qualifications needed to thrive as a high-net-worth individual (HNWI) wealth advisor?

To thrive as an HNWI wealth advisor, you need a deep understanding of financial planning, investment strategies, and tax regulations, typically supported by a finance degree and certifications like CFP or CFA. Expertise in portfolio management software, CRM systems, and financial analysis tools is essential. Exceptional interpersonal skills, discretion, and the ability to build trust set top advisors apart in managing complex client relationships. These skills are crucial for providing tailored advice and maintaining long-term, high-value client partnerships.

What are some common challenges faced by professionals who manage high-net-worth individual (HNWI) client relationships?

Managing relationships with HNWI clients often involves navigating complex financial needs, maintaining a high level of personalized service, and responding quickly to evolving client expectations. Professionals in this role must stay updated on market trends, understand a broad range of investment products, and ensure confidentiality and discretion. Building trust and long-term relationships is crucial, as HNWI clients typically expect proactive communication and bespoke solutions that address their unique financial goals.
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Infographic showing various Hnwi job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 80% Physical, 7% Hybrid, and 13% Remote job distribution.

HNWI Tax Senior

Walnut Creek, CA • Hybrid

Advantage Group
See more jobs at Advantage Groupexternal

Full-time

Re-posted 12 days ago

Job description

Company Description

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.

Job Description

This role is with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer real career growth and competitive compensation. Remote and hyrbid roles are available and they hire candidates from all over the country.

It will be integral to the tax planning of HNWI individuals, Trusts & Estates 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.

Qualifications
  • Bachelor’s,  or Masters, degree with an emphasis on accounting or a related field
  • Licensed CPA or EA (or on track to earning)
  • 4+ years of experience with complex High Net Worth Individual, Gift/Estate&Trust Tax (706,709,1041)
  • High level of technical tax proficiency with attention to detail 
  • Ability to research and resolve complex tax issues
  • An excellent verbal and written communicator
  • Experience w/ recognized accounting/tax software (CCH, Lacerte)

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

Apply