Tax Specialist

Responsibilities

• Prepares assigned tax returns including but not limited to individuals, trusts, partnerships and private foundations
• Prepares the tax files for individuals and trusts using scan software, autoflow data into tax return preparation software and review for accuracy.
• Prepares income tax projections using all sources of information including general ledger, outside projections and tax estimates.
• Communicates with others on a regular basis including but not limited to clients, the tax team, and other members from various departments.
• Keeps up to date with tax knowledge by participating in educational opportunities; reading professional publications; participating in professional organizations.

Qualifications

• Bachelor's degree in accounting or business-related field.
• CPA license preferred or working towards certification required
• 2 years of experience working in public accounting with an emphasis on private client taxation including working with ultra-high net worth individuals preferred
• Proficient in individual, fiduciary, private foundation and investment partnership taxation, with an understanding of complex investments and the related tax implications and / or estate, gift and generation skipping transfer taxation.
• Familiar with multi-state taxation.

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.