Tax Partner- Private Client Group (PCG)
RESPONSIBILITIES:
- Build and maintain strong, long-term relationships with clients, understanding their unique needs and goals.
- Develop and implement sophisticated tax, gift, and estate planning strategies to minimize tax implications and accomplish family goals.
- Advise clients on charitable giving, philanthropic endeavors, and establishing family foundations or charitable trusts.
- Advise clients on tax-efficient strategies to minimize estate, gift, and inheritance taxes.
QUALIFICATIONS
- CPA required.
- 10 + years of experience in private client tax, with a sub-specialty and focus in trusts and estates taxation and planning.
- Strong knowledge of federal and state tax laws related to trusts and estates.
- Excellent communication skills, both written and verbal, for effective client interactions.
- Exceptional analytical and problem-solving abilities.
Spartan Placements is 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.