What are the responsibilities and job description for the High Net Worth Tax Specialist position at Spartan Placements LLC?
Role Summary
This role requires an experienced tax professional to join our team at Spartan Placements LLC. As a High Net Worth Tax Specialist, you will work closely with high-net-worth individuals, S corps, and partnerships to prepare tax returns and address any tax-related concerns.
The ideal candidate will possess in-depth knowledge of tax laws and regulations, exceptional communication skills, and a proven track record of delivering high-quality service to clients.
Main Tasks:
- Prepare and submit tax returns for high-net-worth individuals, S corps, and partnerships
- Perform tax research and analysis to identify areas for optimization
- Communicate complex tax concepts to clients and tax authorities
- Develop and implement customized tax plans to minimize liabilities
Essential Qualifications:
- Advanced degree in Accounting or related field
- 7 years of experience in Public CPA firm
- Active CPA License
- Expertise in Lacerte, QuickBooks, and MS Office Suite (specifically Excel)
