Talent.com
Tax Partner High Net Worth

Tax Partner High Net Worth

Spartan Placements LLCNew York, NY, United States
3 days ago
Job type
  • Full-time
Job description

Tax Partner - High Net Worth

RESPONSIBILITIES :

  • Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks.
  • Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year.
  • Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters.
  • Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service.
  • Identify and pursue new business opportunities.

QUALIFICATIONS :

  • CPA required.
  • 8+ years of experience specializing in HNW tax advisory, with leadership experience.
  • Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies.
  • Strong business development skills with a track record of growing and managing a book of business.
  • Exceptional client relationship management and communication skills.
  • This role is open to lower level candidates that are looking for the partner path.

    Competitive annual salary in the range of $175,000 to $400,000+, based on individual's experience level.

    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.

    Create a job alert for this search

    Tax Tax • New York, NY, United States

    Related jobs
    • Promoted
    Tax Director - Financial Services State and Local Tax (SALT)

    Tax Director - Financial Services State and Local Tax (SALT)

    EisnerAmperIselin, NJ, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Partner- Private Client Services (PCS)

    Tax Partner- Private Client Services (PCS)

    EisnerAmperIselin, NJ, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome.EisnerAmper experience is one-of-a-kind.We are seeking Tax Partners for our Private Client Services (PCS) team. In this role you will be involved ...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Director - Private Client Services

    Tax Director - Private Client Services

    EisnerAmperIselin, NJ, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome.EisnerAmper experience is one-of-a-kind.We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Partner - Ultra High Net Worth - Real Estate

    Tax Partner - Ultra High Net Worth - Real Estate

    NYC StaffingNew York, NY, US
    Full-time
    Tax Partner Opportunity for UHNW Real Estate Team.We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empo...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Director / Partner, Professional Services and Consumer Products

    Tax Director / Partner, Professional Services and Consumer Products

    AnchinNew York, NY, US
    Full-time
    Tax Director / Partner, Professional Services and Consumer Products.Title : Tax Director / Partner - Professional Services and Consumer Products. Location : New York, NY, Uniondale, NY, Boca Raton, FL, or...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Partnership Tax

    Vice President, Partnership Tax

    Galaxy DigitalNew York, NY, United States
    Full-time
    Galaxy is a global leader in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. We believe that blockchain and digit...Show moreLast updated: 30+ days ago
    Tax Managing Director | High Net Worth

    Tax Managing Director | High Net Worth

    CBIZUSA, Connecticut, Greenwich
    Full-time
    Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers.As part of this new chapte...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager, Private Funds

    Tax Manager, Private Funds

    Cohen & CompanyNew York, NY, US
    Full-time
    Are you a tax professional ready to take the next step in your career? If you have experience with private funds and enjoy leading teams, building client relationships, and creating meaningful impa...Show moreLast updated: 5 days ago
    • Promoted
    Tax Director / Partner, Professional Services

    Tax Director / Partner, Professional Services

    AnchinNew York, NY, US
    Full-time
    Tax Director / Partner, Professional Services.Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial ad...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Director - National Tax Office (JD Required)

    Tax Director - National Tax Office (JD Required)

    EisnerAmperNew York, NY, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Director | High Net Worth

    Tax Director | High Net Worth

    CBIZGreenwich, CT, United States
    Full-time
    Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation’s top accounting and advisory providers.As part of this new chapte...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Partnership Tax

    Vice President, Partnership Tax

    GalaxyNew York, NY, United States
    Full-time
    Galaxy is a global leader in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. We believe that blockchain and digit...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Partner, Financial Services

    Tax Partner, Financial Services

    AnchinNew York, NY, US
    Full-time
    Tax Partner, Financial Services.Tax Partner, Financial Services.Directors and professionals below.New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid).Anchin is a New Yor...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Tax Manager

    Tax Manager

    Simpson Thacher and Bartlett LLPNew York, NY, United States
    Full-time
    The Tax Manager is a key member of the Firm's Tax team and is responsible for coordinating all tax filings for both the Firm and the Firm's investment partnerships. This role is responsible for tax ...Show moreLast updated: 18 hours ago
    • Promoted
    Partner - Corporate Tax

    Partner - Corporate Tax

    EisnerAmperIselin, NJ, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Senior - Strategic Partnership Solutions

    Tax Senior - Strategic Partnership Solutions

    NYC StaffingJersey City, NJ, US
    Full-time
    Senior On Strategic Partnership Solutions Team.Tired of tax compliance and busy season? Are you a tax specialist with experience in federal / tax and or partnership tax compliance who is frustrated w...Show moreLast updated: 1 day ago
    • Promoted
    Business Tax Services - Private Tax Manager - High Net Worth Individuals

    Business Tax Services - Private Tax Manager - High Net Worth Individuals

    EYNew Brunswick, NJ, United States
    Full-time
    At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...Show moreLast updated: 4 days ago
    • Promoted
    Tax Partner

    Tax Partner

    RightWorks IncNew York, NY, United States
    Full-time
    Based in Manhattan, NY we are a Top 10 Global Public Accounting Firm looking to bring on an ASC 740 Tax Partner or ASC 740 Managing Director in the financial services industry.Bachelors or graduate...Show moreLast updated: 3 days ago