Tax Supervisor- Private Client
Spartan Placements, LLC
Job Description
Job Description
Tax Supervisor- PCG
New York, NY or Palm Beach Gardens, FL
A well established accounting firm wants to bring a Tax Supervisor into their PCG group. They're eager to train and grow supervisor that will make a lasting impact on the firm.
RESPONSIBILITIES:
- Serve as the primary point of contact for high-net-worth clients and family offices
- Build and maintain strong relationships with clients
- Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns.
- Understand clients' financial goals and needs.
- Provide personalized tax planning and advisory services.
QUALIFICATIONS:
- Bachelor’s degree in accounting, finance, or related field.
- CPA certification preferred.
- 4 + years of experience in tax compliance and advisory services for high-net-worth individuals and families.
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.
Vacancy posted 3 days ago
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