Tax Senior Manager, Private Client Group 

Role Type: Full time       

Location: Palm Beach Gardens, FL, or NYC, NY

A well-established accounting and advisory firm is seeking a highly experienced Senior Tax Manager or Director to join its Private Client Group. This role focuses on delivering comprehensive tax planning, compliance, and advisory services to high-net-worth individuals, family offices, and privately held businesses.

RESPONSIBILITIES:

• Serve as the primary point of contact for clients.
• Maintain strong relationships with high-net-worth clients and their families.
• Understand clients' financial goals, objectives, and family dynamics.
• Provide expert advice on trust and estate planning strategies tailored to individual client needs.

QUALIFICATIONS:

• Bachelor’s degree in law, accounting, finance, or related field. 
• Certified Public Accountant (CPA) certification is required. 
• 6 + years of experience with relevant clients

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.