Advantage Group
Advantage Group

33 Advantage Group Jobs Hiring Near You

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 ...

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 ...

Senior Tax Accountant

Walnut Creek, CA · Hybrid

$90K - $116K/yr

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 ...

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 ...

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 ...

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 ...

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Infographic showing various job openings at Advantage Group in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% Physical, 33% Hybrid, and 17% Remote job distribution.

HNWI Tax Senior

Advantage Group

Walnut Creek, CA • Hybrid

Full-time

Posted 22 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.