What are the responsibilities and job description for the Senior Tax Professional position at Spartan Placements LLC?
Private Wealth Tax Advisor Job Description
Spartan Placements LLC is hiring a Private Wealth Tax Advisor to work closely with high-net-worth individuals, S corps, and partnerships to prepare accurate tax returns and resolve any tax-related issues.
The ideal candidate will have extensive experience in tax preparation, research, and communication, along with excellent project management skills and a passion for delivering top-notch service to clients.
Main Duties and 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 Qualifications:
- Master's degree in Accounting or related field
- 6 years of experience in Public CPA firm
- Active CPA License
- Proficiency in Lacerte, QuickBooks, and MS Office Suite (specifically Excel)
