Tax Manager

About the role

Based in New York, NY, Joel Isaacson & Co. serves successful executives, business owners, professionals and high net worth families. The firm’s services include investment and cash flow management, estate and tax planning and preparation, insurance planning and retirement planning. Mr. Isaacson and his colleagues are frequently named to lists of America’s Top Financial Advisors by several publications, including Worth magazine and Medical Economics. We have an immediate opening for a Tax Manager. Our Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families and multi-generational wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundations, closely held entities, and individual returns. This is a hybrid position: 2 days in office / 3 days remote.

Responsibilities

• Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.
• Identifies tax risk management issues and proposes potential solutions through research and collaboration with the Engagement Partner.
• Reviews tax procedures, engagement workpapers, and financial statements without supervision.
• Addresses questions on advanced technical accounting matters from team members and upper-level client management.
• Possesses advanced-level tax preparation skills.
• Manages multiple assignments inside an engagement.
• Communicates with Partner on work status and client issues that arise.
• Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues.
• Has advanced knowledge of applicable accounting software (e.g. ProSystem Tax, Engagement, etc.).
• Performs top review of returns, workpapers, and issues.
• Serves as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel.

Qualifications

• Bachelor's of Accounting is required.
• 8+ years’ of relevant work and industry experience within High Net Worth/Family Office taxation.
• Prior experience managing engagements and clients.
• Ability to work independently, but also work well with others.

Skills

• CPA / EA License required.
• Software experience: CCH ProSystem, Microsoft Office 365.
• Advanced knowledge of applicable accounting software (e.g. ProSystem Tax, Engagement, etc.).

Pay

The annualized base pay range for this role is expected to be between $100,000 and $150,000. Actual base pay may vary based on factors including experience, subject matter expertise, geographic location where work will be performed