Tax Senior Associate- High Net Worth

Job Description

Tax Senior Associate- 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.

Collaborate with all team members to provide tax advice on matters such as estate planning, trust administration, and wealth transfer strategies.

Qualifications:

Bachelor's degree in accounting

CPA or academic qualifications completed to pursue CPA

1-3 years of tax experience, preferably with high net worth individuals, families, and/or trusts

Proficient in Microsoft Outlook, Excel, Word, and Adobe; familiarity with tax software is a plus

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.

Full-time