High Net Worth Tax Specialist
6 days ago
We are seeking a seasoned Tax Partner to join our team at Spartan Placements, LLC, specializing in High Net Worth clients.
Key Responsibilities:
- Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities
- Review gift tax returns and quarterly/year-end tax projections
- Deliver clear requests for information to clients via phone or email
- Research Federal, state, and cross-border tax issues
- Collaborate with partners on tax planning and work closely with the management team to mentor, train, and supervise staff
Requirements:
- Minimum degree: 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
Preferred Qualifications:
- 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 (a plus)
Work Environment:
Work location: West Palm Beach, FL. A hybrid schedule will be considered.
We are an equal opportunity employer. All terms and conditions of employment 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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