Tax Partner-HNW

Spartan Placements LLC

West Palm Beach, FL

Tax Partner High Net Worth

Work location: West Palm Beach, FL. Hybrid schedule will be considered.

Key Responsibilities:

Provide strategic tax planning for HNWIs, trusts, and estates.
Ensure compliance with federal, state, and international tax laws.
Lead and mentor tax teams to deliver top-tier client service.
Drive business development and firm growth through networking and client acquisition.

Qualifications:

CPA, JD, or LL.M. in Taxation.
12+ years of HNW tax advisory experience.
Strong business development and leadership skills.
Expertise in estate tax, trusts, and wealth transfer strategies.
Proficient with use of GoSystem Tax RS is a plus

We are 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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Vacancy posted 1 day ago

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