• Lead tax planning kickoff calls and quarterly advisory meetings. Design and implement high-impact strategies like cost segregation, 1031 exchanges, and depreciation optimization. • Review financials to identify missed planning opportunities and advise on entity structuring and compensation optimization. • Prepare or review complex returns that reflect deep strategic planning rather than just transactional data entry. • Help strengthen and scale the firm's advisory offerings and elevate the firm’s technical standards. • Guide and mentor team members, fostering a culture of excellence and continuous professional growth.

Title: Entrepreneurial Tax Leader Hybrid with offices across south & central Florida We’re seeking an experienced Personal Tax Advisory leader (Senior Manager / VP level) to help launch and grow a new presence in Florida. You’ll have the backing of a long-established national CPA and advisory platform while helping shape the local team, client base, and market strategy from the ground up. Ideal for someone who thrives in a client-facing, relationship-driven environment and is motivated by ownership, autonomy, and long-term impact. What You’ll Do - Build and lead a Personal Tax Advisory practice in Florida - Develop and grow client relationships in high-net-worth individual and fiduciary tax - Lead complex tax planning and compliance engagements - Recruit, mentor, and develop a high-performing local team - Drive business development and expand market presence - Serve as a trusted advisor to clients on tax and wealth-related matters - Collaborate with national leadership and leverage established firm resources - Manage multiple client engagements and ensure high-quality delivery What We’re Looking For - 9+ years of personal tax experience (HNW, fiduciary, or private client focus preferred) - Strong track record of client relationship development and retention - Leadership experience managing teams and/or growing a practice - Comfortable in a business development / “builder” mindset role - CPA preferred - Strong communication and advisory skills with a client-first approach Why This Role - Opportunity to build and shape a Florida practice from the ground up - Backed by a long-established, well-resourced national firm - Clear path to equity and long-term ownership potential - High autonomy with strong infrastructure support - Significant influence over team, strategy, and client development  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.

Title: Senior Tax Manager Location: Wooster, Ohio, United States Job Description: Hybrid near offices in Wooster, Cleveland, or Columbus, OH! Responsibilities: - Managing the tax services with numerous engagements running simultaneously - Building and maintaining client relationships - Provide leadership, direction, and coordination of resources and personnel to ensure client satisfaction in the planning and execution of tax engagements. - Play an important role in the development, coaching and supervision of subordinate - Participating in firm growth and management. Qualifications: - Have CPA. - Possess exceptional verbal and written communication skills. - Have working knowledge of Microsoft Office programs (Excel, Word, Outlook and PowerPoint) as well as basic knowledge of operating systems. - 7+ years related experience. - Relevant degree. Advanced degree preferred. 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.

Role Description As Tax Director, your mission is to lead the firm’s tax department with both hands—serving as the senior technical authority, the primary driver of Tax Advisory Services (TAS) growth, and the leader who develops the people and systems that make it all run. You will own the firm’s most important business unit, sit on the firm’s leadership team, and be responsible for delivering an exceptional client experience at every tier. What Success Looks Like (Key Outcomes) - Operational Excellence: The tax department runs with consistency, accountability, and quality—returns are accurate, deadlines are met, strategies are implemented, and the team doesn’t need to be managed to the clock. - Team Health: Your advisors and preparers are developed, supported, and performing well. Turnover is low. Standards are high. - TAS Growth: The advisory practice expands and deepens across the client base. TAS clients receive proactive, high-value guidance, and they feel it. - Client Relationships: High-value clients are retained, well served, and growing with the firm. The senior-most clients trust you personally. Core Competencies (A-Player Qualities): - Technical Mastery: Deep expertise in tax planning, compliance, and complex return review—business and individual. - Leadership & Management: Skilled at coaching, motivating, and holding teammates accountable. - Advisory Mindset: You think proactively and creatively, communicate tax strategy clearly, and make clients feel like they’re in good hands. - Problem Solver: You diagnose difficult tax and financial situations quickly and propose smart, defensible solutions. - Ownership & Accountability: You follow through. Full stop. - Strategic Thinker: You can zoom out from the work in front of you and contribute to where the firm is going. Qualifications - CPA required; MS in Taxation strongly preferred - 10+ years of public accounting experience with meaningful time in a leadership or review capacity - Mastery of tax strategy development. Ability to quickly diagnose a client’s situation and sketch out the tactics to mitigate their tax exposure - Deep fluency in individual and business taxation—1040s, 1120-S, 1065, multi-state, multi-entity structures - Proven ability to build and maintain client relationships at the advisory level - Experience managing or developing tax staff - Comfortable in a growing firm—you bring structure, not just headcount Benefits - Performance bonuses - 401k + employer match of 100% of contribution up to 4% of salary - Health insurance + optional dental and vision - Additional workplace perks