Tax Director for High Net Worth Clients

4 days ago


Cleveland, Ohio, United States Spartan Placements, LLC Full time
About This Role

We are seeking an experienced Tax Director to join our high net worth/family office team at Spartan Placements, LLC.

Job Summary

This is a leadership position that requires a seasoned accounting professional with a passion for exceptional client service and a strong background in tax strategy and wealth management.

Key Responsibilities
  • Develop and implement tax-efficient strategies for high net worth individuals and trusts, ensuring their financial goals are met while minimizing tax liabilities.
  • Manage the preparation and filing of trust tax returns (Form 1041), including multi-state filings, and perform tax advisory and compliance review services.
  • Work closely with clients to provide strategic tax advice on estate planning, trust administration, and wealth transfer strategies.
  • Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate and strategic advice to clients.
  • Mentor and develop junior tax staff, reviewing their work and providing guidance on complex tax issues.
Requirements
  • Bachelor's degree; CPA or JD required.
  • 5+ years of tax experience, with a focus on high net worth individuals and trusts. Preferably within a public accounting, wealth management, or family office setting.
  • Proven leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives.
  • Excellent verbal and written communication skills, with the ability to explain complex tax issues in a clear and client-friendly manner.
What We Offer

We offer a competitive salary range of $120,000 - $180,000 per year, depending on experience, as well as a comprehensive benefits package and opportunities for career growth and development.



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