Tax Director for High Net Worth Clients
4 days ago
We are seeking an experienced Tax Director to join our high net worth/family office team at Spartan Placements, LLC.
Job SummaryThis 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.
- 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.
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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