Tax Accountant - Business Tax Services - Pvt Client Ser - Manager - Multiple Positions - 1727884
About the role
Provide tax-related domestic and cross-border planning and compliance assistance to clients, including business-connected individuals and their associated entities to meet complex demands for tax reporting, compliance and planning, and tax policy and controversy. Advise on areas such as global compliance and reporting, practice and procedure dealing with various federal and state tax authorities, tax performance advisory, business tax advisory, quantitative services and/or personal tax services. Research complex tax issues and deepen knowledge in individual income tax compliance and planning. Oversee the preparation of tax returns, interacting with the client to obtain outstanding information and make arrangements to file tax returns. Manage and motivate teams with diverse skills and backgrounds. Consistently deliver quality client services by monitoring progress. Demonstrate in-depth technical capabilities and professional knowledge. Maintain long-term client relationships and networks. Cultivate business development opportunities.
Responsibilities
- Provide tax-related domestic and cross-border planning and compliance assistance to clients, including business-connected individuals and their associated entities to meet complex demands for tax reporting, compliance and planning, and tax policy and controversy.
- Advise on areas such as global compliance and reporting, practice and procedure dealing with various federal and state tax authorities, tax performance advisory, business tax advisory, quantitative services and/or personal tax services.
- Research complex tax issues and deepen knowledge in individual income tax compliance and planning.
- Oversee the preparation of tax returns, interacting with the client to obtain outstanding information and make arrangements to file tax returns.
- Manage and motivate teams with diverse skills and backgrounds.
- Deliver quality client services by monitoring progress.
- Demonstrate in-depth technical capabilities and professional knowledge.
- Maintain long-term client relationships and networks.
- Cultivate business development opportunities.
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, Tax, Law or a related field and 5 years of progressive, post-baccalaureate work experience in Tax and/or Financial Planning.
- Alternatively, Master’s degree in Accounting, Finance, Economics, Tax, Law or related field and 4 years of work experience in Tax and/or Financial Planning.
- 4 years of experience in a professional services firm, or mid-sized/regional to large sized/national public accounting firm.
- 4 years of combined experience in 2 or more of the following: federal and state personal and trust taxation; flow through entities (S-Corps, Partnerships and LLCs); C-Corps including income tax provisional and consolidated federal and state tax returns; and/or high-net worth tax planning.
- 4 years of experience in conducting tax law research.
- 4 years of experience in one of the following automated tax processing systems: GoSystems, CS Planner, Excel, and/or Checkpoint SurePrep.
- 1 year of experience managing budgets and projects.
- 1 year of experience reviewing tax returns prepared by junior tax professionals.
- Meet one of the following: active US CPA certification, Masters degree in Law (LLM), and/or US state bar membership.
Qualifications
Minimum qualifications:
- Minimum of 5 years of progressive, post-baccalaureate work experience in Tax and/or Financial Planning.
- Minimum of 4 years of combined experience in 2 or more of the following: federal and state personal and trust taxation; flow through entities (S-Corps, Partnerships and LLCs); C-Corps including income tax provisional and consolidated federal and state tax returns; and/or high-net worth tax planning.
- Minimum of 4 years of experience in conducting tax law research.
- Minimum of 4 years of experience in one of the following automated tax processing systems: GoSystems, CS Planner, Excel, and/or Checkpoint SurePrep.
- Minimum of 1 year of experience managing budgets and projects.
- Minimum of 1 year of experience reviewing tax returns prepared by junior tax professionals.
- Meet one of the following: active US CPA certification, Masters degree in Law (LLM), and/or US state bar membership.
Skills
- Technical capabilities and professional knowledge in tax planning and compliance.
- Ability to manage and motivate diverse teams.
- Strong communication and interpersonal skills.
- Experience in tax law research and automated tax processing systems.
- Experience in budget management and project oversight.
- Experience in reviewing tax returns.
Benefits
Comprehensive compensation and benefits package including medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Pay
$140,880.00 per year.
Schedule
Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.