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Advantage Group, Inc.Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in Tax Planning for High Net Worth Individuals, Gift, Estate & Trust Tax, and complex tax issue resolution. Proven ability to mentor teams and foster strong client relationships while ensuring compliance with tax laws and regulations.
Highest-signal resume keywords
Licensed CPA10+ Years Experience in HNWI TaxHigh Level of Technical Tax ProficiencyMentoring and Leading TeamsTax Planning for Individuals and Trusts
About the role
Key responsibilities & impact- Contribute to tax planning for individuals, trusts, and businesses
- Apply tax expertise and knowledge of laws, regulations, and standards to formulate client-related recommendations
- Technically review tax returns
- Collaborate with partners, clients, and senior accountants
- Identify, explain, and resolve tax issues
- Foster and grow client relationships
- Mentor and lead growing teams focused on Gift, Estate & Trust and HNWI tax
Requirements
What you’ll need- Bachelor's degree with an emphasis on Tax; Master's degree preferred
- Licensed CPA
- 10+ years of experience with High Net Worth Individual, Gift/Estate & Trust Tax
- High level of technical tax proficiency
- Experience researching complex tax issues
- Ability to rapidly resolve unique issues and concerns creatively
- Ability to establish, maintain, and grow customer relationships
- Experience mentoring and leading teams focused on Gift, Estate & Trust and HNWI tax
- Excellent verbal and written communication skills
Benefits
Comp & perks- Competitive compensation
- Excellent array of benefits
- Real long-term stability
- Career progression
- Hybrid or fully remote working options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax PlanningTechnical Tax ReviewResearching Complex Tax IssuesClient RecommendationsTax Compliance
Soft Skills
Excellent Communication SkillsCreative Problem SolvingRelationship Building
Certifications & Qualifications
CPA License
Industry Keywords
High Net Worth Individual TaxGift TaxEstate TaxTrust TaxTax Regulations