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Tax Manager HNW

Spartan Placements

Tax Manager- High Net Worth

Hybrid with offices in Chicago, Los Angeles, Miami, Cleveland, and NYC.

Key Responsibilities:

  • Review federal and state individual and fiduciary tax returns, income tax projections, and supporting workpapers
  • Apply strong technical skills in individual and fiduciary income tax, with working knowledge of partnerships and S-corporations
  • Provide strategic tax consulting, planning, and compliance services to clients
  • Manage day-to-day client needs and oversee the tax return process, identifying and resolving tax issues as needed
  • Conduct tax research to address and resolve technical issues

Qualifications:

  • Bachelor's degree in Accounting required; Master's in Taxation preferred
  • CPA license preferred
  • Minimum of 7 years of progressive experience in public accounting
  • Familiarity with hedge fund and private equity K-1s
  • Strong client service mindset with a history of building and maintaining relationships

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.

Spartan Placements
Vacancy posted 1 day ago
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