Jobs

    Tax Manager - Convent Station, United States - Simon Quick Advisors

    Simon Quick Advisors
    Simon Quick Advisors Convent Station, United States

    4 weeks ago

    Default job background
    Description

    Job Title:
    Vice President of Tax Planning

    Location:
    Morristown, New Jersey

    Job Type:
    Full Time

    About Simon Quick Advisors

    Simon Quick Advisors is a wealth management and investment consulting firm that advises high net worth individuals and families. Simon Quick Advisors is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions.
    The firm has offices in Morristown, NJ, New York, NY, Chattanooga, TN, Palm Beach, FL, and Denver, CO.

    Why Work at Simon Quick Advisors?


    Simon Quick Advisors' culture and company philosophy are founded on a set of fundamental values that influence the choices we make and the actions we take.

    Our core values encompass integrity & honesty, mutual trust & respect, ownership & accountability, and humility. We provide opportunity, nurture talent, develop our people and reward achievement.

    You will be joining a culture that promotes functional excellence and teamwork, a passion for learning, and values employee input to help shape the future of the firm.


    Job Summary:


    The Vice President of Tax Planning, Family Office is primarily responsible for analyzing tax landscapes for ultra-high-net-worth individuals through our proprietary review and visualization process aimed at identifying potential tax savings and/or financial planning opportunities.

    The VP of Tax is expected to collaborate with Client Advisors within the firm, as well as other professional service providers of our clients, to find and articulate these opportunities, and present the analysis and findings to our sophisticated clients and prospects.


    For select Family Office clients, the VP of Tax will oversee all tax compliance activities, including calculating and making estimated tax payments, providing concise information to our clients' tax preparers, and oversight of all tax deadlines to ensure timely filings.


    Additionally, the VP of Tax will serve as an internal consultant to our Client Advisors for strategic tax planning advice for select clients.

    These activities will require collaboration between multiple internal and external professionals, including Trust & Estate attorneys, tax preparers and Client Advisors.


    Key Responsibilities:
    Tax landscape analysis and strategic tax planning.

    Collaborate with Family Office clients' tax preparers in the oversight of federal and state income and gift tax returns for high-net-worth individuals.

    Review returns as needed.
    Maintain and foster relationships with clients, staff, and outside third-party client vendors.
    Tax projections and other tax planning activities.
    Perform, document, and communicate findings for tax research as needed.
    Calculateand prepare quarterly estimated tax payments for individuals.
    Review preparation of form 1099s for various entities.
    Review payroll tax forms for household employees.
    Review withholding for various clients.
    Correspond with federal and state taxing authorities to answer notices.
    Keep abreast of legislative and tax policy changes at both Federal and State levels.


    Qualifications:
    Bachelor's degree in accounting or finance; MST degree a plus.
    CPA is preferred.
    Minimum of 7+ years of progressive public accounting and hands-on tax preparation experience.
    Experience with HNW and UHNW; Family office services experience a plus.
    Proficiency with Microsoft Excel and Tableau
    Experience with CCH Prosystems fx Axcess or other tax deliverable tracking software a plus
    Comfortable working independently and in a group environment.
    Organized, detail oriented and flexible in adjusting well to change.
    Remains calm under pressure with the ability to prioritize deadlines.
    Highly analytical and ready to make immediate impact in a dynamic environment.
    Excellent verbal and written communication skills.

    Salary & Benefits

    Salary and bonus are competitive based on industry standards and experience level.
    Benefits include dental, vision, health care, and 401(k) discretionary profit sharing company match.
    Financial support for professional accreditation and continuing education requirements.
    Transparent open-door culture and friendly working environment.
    Every employee is provided with a dedicated mentor and career path guidance

    Application Process

    To apply, please complete the online application at

    .


    Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

    #J-18808-Ljbffr


  • Kroll Convent Station, United States

    Kroll, LLC · Senior Manager, Tax Accounting · Morristown , · New Jersey · Apply Now · In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens. Our sharp analytical skills, paired with the latest tech ...


  • Veracity Software Inc Convent Station, United States

    Tax Compliance Manager I - Morristown, NJ 07960 · Must-Haves · College degree in Finance/Accounting · US federal and state income tax practical and technical tax expertise · Proven ability to prioritize, problem solve, make recommendations and implement solutions · Nice-To-Have ...

  • Dsjglobal

    Category Manager

    1 week ago


    Dsjglobal Convent Station, United States

    IT Category Manager · HYBRID – 3 days a week on-site in either Morristown, NJ or Hartford, CT · A globally leading professional services firm is looking for an IT Category Manager to join their team · The company is looking for an energetic and driven professional who has experie ...

  • Avison Young

    Project Accountant

    1 week ago


    Avison Young Convent Station, United States

    Our Story · Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We've designed our corporate structure to best serve our clients by enhancing collaboration across our organization. · At ...


  • Ports America Convent Station, United States

    The Director of Corporate Development is a hands-on highly visible role across the company to evaluate and execute strategic transactions while providing guidance to Ports America Senior Management and Business Unit leaders, supporting the business in the development and executio ...

  • Lennar Homes

    Land Coordinator

    2 days ago


    Lennar Homes Convent Station, United States

    Overview · Welcome Home Build your career with Lennar · As one of the nation's largest builders, Lennar has built over one million new homes for families across America. Since 1954, our communities have catered to all lifestyles and family dynamics, whether you are a first-time ...


  • JLL Convent Station, United States

    JLL supports the Whole You, personally and professionally. · Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our indu ...


  • ARMStaffing Convent Station, NJ, United States Full time

    ARMStaffing is seeking a travel Radiology Technologist for a travel job in Morristown, New Jersey. Job Description & Requirements Specialty: Radiology Technologist Discipline: Allied Health Professional Start Date: 06/03/2024 Duration: 13 weeks 36 hours per week Shift: 12 hours, ...


  • ARMStaffing Convent Station, NJ, United States Full time

    ARMStaffing is seeking a travel Cath Lab Technologist for a travel job in Morristown, New Jersey. Job Description & Requirements Specialty: Cath Lab Technologist Discipline: Allied Health Professional Start Date: 06/03/2024 Duration: 13 weeks 36 hours per week Shift: 12 hours, da ...


  • 77 Consultants Convent Station, United States

    ABOUT THE OPPORTUNITY · This is an integral role, with the key focus on US indirect tax matters, including S&U, property taxes, and regulatory taxes. · The prime focus of this role will be US S&U, with additional responsibility for US property taxes and US Federal & State Regula ...


  • Kroll Convent Station, United States

    Job Description · The Senior Manager's primary emphasis will be to manage the ASC 740 process, including post diligence review of tax workpapers and purchase accounting for new acquisitions. The tax accounting process will support the Federal, State, and Foreign income tax retur ...

  • Simpson Judge Ltd

    Senior Accountant

    1 week ago


    Simpson Judge Ltd Convent Station, United States

    We are a recruiting agency supporting a healthcare company near Morristown NJ who are hiring a Senior Accountant. There is training, long term progression and flexibility within this role. · Prepare and analyze financial statements in accordance with GAAP (Generally Accepted Acc ...


  • gpac Convent Station, United States

    Job Description · GPAC (Growing People & Companies ) is a national search firm and we have been retained by a growing, vibrant New Jersey foundation, located in northern New Jersey/Morris County, to search for a Controller to help manage over $700M in assets. This foundation pro ...


  • Birlasoft Convent Station, United States

    The Possibilities are Endless When You Challenge The Norm · Birlasoft combines the power of domain, enterprise, and digital technologies to reimagine business processes for customers and their ecosystem. Its consultative and design thinking approach makes societies more producti ...


  • Colas Convent Station, United States

    Subsidiary: Colas Inc. · Colas Inc. is the corporate office of Colas USA, a materials and heavy highway/infrastructure leader that began operations in 1979 with the acquisition of Barrett Paving Materials. The headquarters office of Colas Inc. is located in Morristown, New Jerse ...


  • CoWorx Staffing Convent Station, United States

    Job Title: Staff Accountant/Accounts Payable · Location: Morristown, NJ · Pay: $50,000-55,000 · This isn't your ordinary staffing role; it's an opportunity to create unforgettable experiences every single day. · We currently have an exciting career opportunity for a Staff Acc ...


  • Squarespace Convent Station, United States

    Squarespace · Create a customizable website or online store with an all-in-one solutionfrom Squarespace. Choose a website template and start your free trialtoday. · View company page · Squarespace is looking for a Senior Security Engineer to work alongside a dedicated team res ...


  • Ports America Shared Services, Inc. Convent Station, United States

    · The Director of Corporate Development is a hands-on highly visible role across the company to evaluate and execute strategic transactions while providing guidance to Ports America Senior Management and Business Unit leaders, supporting the business in the development and execu ...


  • ARMStaffing Convent Station, NJ, United States Full time

    ARMStaffing is seeking a travel Interventional Radiology Technologist for a travel job in Morristown, New Jersey. Job Description & Requirements Specialty: Interventional Radiology Technologist Discipline: Allied Health Professional Start Date: 06/10/2024 Duration: 13 weeks 40 ho ...


  • ARMStaffing Convent Station, NJ, United States Full time

    ARMStaffing is seeking a travel MRI Technologist for a travel job in Morristown, New Jersey. Job Description & Requirements Specialty: MRI Technologist Discipline: Allied Health Professional Start Date: 06/03/2024 Duration: 13 weeks 36 hours per week Shift: 12 hours, nights Emplo ...