Tax Partner-HNW

3 weeks ago

West Palm Beach, United States Spartan Placements, LLC Full time
Job DescriptionJob Description

Are you seeking a collaborative and rewarding work environment? Do you thrive in an energetic environment? If so, this is the right fit for you We are currently seeking aTax Partnerto join our growing team.

Our people are our firm. We provide our clients with best-in-class service because we are an inclusive, diverse, and entrepreneurial firm that offers our people the opportunity to pursue their individual goals as they develop into best-in-class professionals.

We look for professionals having the ability to thrive in an energetic environment consistently dedicated to delivering nothing short of excellence to our clients. We seek to provide our people with a work-life balance that allows them to achieve their career goals while pursuing personal interests.


Responsibilities:

  • Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
  • Review gift tax returns
  • Review quarterly and year-end tax projections
  • Review tax workpapers
  • Deliver clear requests for information via phone or email directly to clients
  • Research Federal, state, and cross-border tax issues
  • Strategize with partners and the client engagement teams on tax planning
  • Work closely with the management team to mentor, train, and supervise staff


Basic qualifications:

  • Minimum degree required: Bachelors degree
  • CPA
  • Required field of study: Accounting, Finance and/or Taxation
  • Minimum years of experience: 7+
  • Strong working knowledge of Microsoft Office Suite
  • Strong verbal and written communication skills


Client Management Skills:

  • Manage deadlines and client work
  • Bill clients accordingly
  • Collect outstanding receivables


Preferred knowledge/skills:

  • Excellent analytical and problem-solving skills
  • Strong interpersonal and communication skills
  • Recent or current experience servicing High Net Worth and/or Family Office clients
  • Managerial experience with staff and clients
  • Proficient with use of GoSystem Tax RS is a plus



Work location:West Palm Beach, FL. Hybrid schedule will be considered.



We are an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran

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