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    Tax Supervisor- Private Client Group - New York, United States - Spartan Placements, LLC

    Spartan Placements, LLC
    Spartan Placements, LLC New York, United States

    2 days ago

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    Description

    Job Description

    Job Description

    Tax Supervisor- PCG

    RESPONSIBILITIES:

    • Work directly with clients to assess their financial situations, goals, and objectives.
    • Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws.
    • Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations.
    • Build and maintain strong client relationships, becoming a trusted advisor in tax matters.
    • Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations.

    QUALIFICATIONS:

    • Bachelors degree in accounting, finance, or related field. A Masters degree or CPA certification preferred.
    • 4 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment.
    • Strong understanding of individual, partnership, trust, estate, and gift taxation.
    • Familiarity with tax software and technology for efficient compliance and research.

    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.

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