Certified Public Accountant- Wealth Management

NYC/NJ area

Onsite

Essential Duties:

• Prepare tax returns for individual and business clients.
• Handle tax filings for small businesses, including partnerships and corporations.
• Assist with estate planning and tax returns related to estates and trusts.
• Provide year-round tax planning and financial guidance.
• Participate in client meetings focused on retirement and estate strategies.
• Identify and support business development opportunities.
• Collaborate with financial professionals on tax-related matters.

Desired Characteristics:

• CPA required
• 3-10 years of relevant experience
• Superior interpersonal, verbal and written communication skills
• Attention to detail
• Strong work ethic
• Ability to work some Saturdays and evenings for client meetings

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.