What are the responsibilities and job description for the Tax HNW Manager, Senior Manager, or Managing Director position at Spartan Placements, LLC?
Job Description
Job Description
High Net Worth Tax Specialist
This role is open to Manger, Senior Manager, and Managing Director levels.
What you'll do :
- Provide tax advisory services, compliance review, and final signoff on individual tax filings, including multi-jurisdictional considerations.
- Oversee the preparation and filing of trust tax returns, ensuring compliance and strategic tax planning.
- Collaborate with clients to develop tax-efficient strategies that align with financial goals while minimizing liabilities.
- Advise on estate planning, trust administration, and wealth transfer strategies.
- Build and maintain strong client relationships, ensuring ongoing support and service satisfaction.
- Mentor and develop team members through work review and guidance on complex tax matters.
Qualifications :
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.
