Tax Senior- Private Client Services

New York, NY or Boca Raton, FL

RESPONSIBILITIES:

• Work directly with clients to assess their financial situations, goals, and objectives.
• Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws.
• Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations.
• Build and maintain strong client relationships, becoming a trusted advisor in tax matters.
• Conduct in-depth research to address complex tax issues and provide innovative solutions.
• Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions. Research and interpret tax laws and regulations to address client inquiries and ensure accurate reporting.
• Calculate potential estate and gift tax liabilities and work within a team to recommend strategies to minimize these tax burdens.

QUALIFICATIONS:

• Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification preferred.
• 2 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment.
• Strong understanding of individual, partnership, trust, estate, and gift taxation.
• Familiarity with tax software and technology for efficient compliance and research.

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.