Senior Tax Professional

1 day ago


Cleveland, Ohio, United States Spartan Placements, LLC Full time
Key Responsibilities

This role involves assisting in the preparation and filing of trust tax returns (Form 1041), ensuring accuracy and compliance. You will help develop and implement tax-efficient strategies for clients, supporting their financial goals and minimizing tax liabilities.

As a key member of our team, you will collaborate with all team members to provide tax advice on matters such as estate planning, trust administration, and wealth transfer strategies. Strong communication skills, with the ability to explain tax concepts clearly, are essential for this role.

Additional responsibilities include:

  • Maintaining strong relationships with clients, supporting their tax needs and ensuring a high level of satisfaction.
  • Collaborating alongside your team to complete tax filings and manage client relationships.
  • Assisting in mentoring and training junior team members, contributing to a positive and growth-oriented team culture.

The estimated salary range for this position is $80,000 - $110,000 per year, depending on experience and qualifications.



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