• Delivering high-quality tax compliance and consulting services to a growing client base • Managing the preparation and delivery of quarterly tax projections and ad hoc client requests • Facilitating and managing the preparation and review of federal and state tax returns and the accurate, timely submission of all tax filings • Finding and implementing opportunities for process improvement in tax procedures • Delighting our customers with expert guidance and support • Available to work between the normal business day (ex. 9am to 5pm) to be responsive to client requests.

• Create proactive, multi-year tax planning for high-net-worth individuals and their businesses • Work across S-corps, partnerships, and C-corps — structuring, strategizing, and advising, not just complying • Build deep, trusted relationships with sophisticated clients who value your insight • Manage and mentor tax associates, raising the level of everyone around you • Leverage the latest and greatest in tax technology — you need to be genuinely tech-savvy and always sharpening the toolset

• 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.