What are the responsibilities and job description for the Tax Senior Staff - High Net Worth position at Spartan Placements, LLC?
Job Description
Job Description
Tax Senior Staff- High Net Worth
Responsibilities :
- Prepare and / or review individual tax returns (Form 1040), including multi-state filings, for high net worth individuals and families.
- Assist in the preparation and filing of trust tax returns (Form 1041), ensuring accuracy and compliance.
- Help develop and implement tax-efficient strategies for clients, supporting their financial goals and minimizing tax liabilities.
- Stay informed about current tax laws and industry updates to ensure compliance and offer the best possible advice.
- Collaborate with all team members to provide tax advice on matters such as estate planning, trust administration, and wealth transfer strategies.
- Maintain strong relationships with clients, supporting their tax needs and ensuring a high level of satisfaction.
- Collaborate alongside your team to complete tax filings and manage client relationships.
- Assist in mentoring and training junior team members, contributing to a positive and growth-oriented team culture.
- Demonstrate initiative, attention to detail, and a willingness to learn while working in a fast-paced environment.
Qualifications :
What Youll Do
Are you a tax professional looking to take the next step in your career while delivering exceptional service to highnetworth clients? Join a dynamic team focused on tax strategy and compliance, where youll gain valuable experience in managing tax complianceand providing tax consultingfor individuals, families, and trusts. This is an excellent opportunity to work with a supportive team in a fast-paced environment and develop your expertise in highnetworth tax compliance and planning.
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.
