What are the responsibilities and job description for the Private Wealth Tax Advisor position at Spartan Placements LLC?
About the Role
We are looking for a skilled Private Wealth Tax Advisor to join our team at Spartan Placements LLC. The successful candidate will work closely with high-net-worth individuals, S corps, and partnerships to prepare tax returns and address any tax-related questions or concerns.
The ideal candidate will possess extensive experience in tax preparation, research, and communication, along with excellent project management skills and a passion for delivering exceptional service to clients.
Main Responsibilities:
- Prepare and review tax returns for high-net-worth individuals, S corps, and partnerships
- Conduct thorough tax research and analysis to ensure accuracy and compliance
- Communicate complex tax information to clients and tax authorities
- Develop and implement effective tax strategies to minimize liabilities
Necessary Skills and Qualifications:
- Master's degree in Accounting or related field
- 8 years of experience in Public CPA firm
- Active CPA License
- Proficiency in Lacerte, QuickBooks, and MS Office Suite (specifically Excel)
