Tax Senior - Private Client

Tax Senior Private Clients

Pittsburgh, PA or Naples, FL

Details:

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. 

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family.

QUALIFICATIONS

• Bachelor’s Degree required.
• 2+ years previous public accounting experience with a strong concentration in individual taxation.
• Trust and Estate experience is a plus.
• Successful candidate should have CPA or on a timeline of obtaining within a reasonable amount of time from date of hire.   
• Experience in planning and supervising. larger engagement, previous tax return preparation experience is required. 
• Solid research and writing skills, excellent verbal communication and presentation skills and the ability to interact with all levels of staff and clients.   
• A competent working knowledge of accounting software is required.

RESPONSIBILITIES

• Responsible for preparing, reviewing, and/or executing assigned HNW Individuals’ tax returns and accounting/consulting projects, working directly with Partners and Senior Managers.  
• Complete moderately complex projects accurately, thoroughly, and efficiently.  
• Supervising and leading members of our internal team to ensure client engagements and projects are delivered in a timely manner.
• Participate with more experienced personnel in coordinating large client engagements, identification of problems, tax law and computer model analysis and helping clients determine optimal strategies.
• Continually participate in professional and personal development, including appropriate technical trainings.
• Demonstrate leadership skills in support of all firm policies and procedures to promote teamwork and loyalty. 
• Promote and create positive client and team member impressions by exhibiting professional demeanor, competence, and ability. 

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.