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Tax Senior Manager - Hartford, United States - Marcum LLP
Description
Tax Senior Manager - Family Office Services page is loadedTax Senior Manager - Family Office Services
Apply
locations
Hartford, CT
time type
Full time
posted on
Posted 3 Days Ago
job requisition id
R3982
Marcum LLP offers a great career with exceptional benefits.
There's a lot to think about when it comes to launching your career.
At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.
At Marcum, eligible associates receive
a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.
There is a lot to think about when it comes to launching your career.
At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.
Our growing practice provides tremendous career opportunities in an environment of the highest ethical standards andprofessionalism.
We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.
We are hiring for a Tax Senior Manager – Family Office Services (FOS) for our Hartford, CT office.
The Family Office Services (FOS) tax practice focuses on tax business planning, advisory and compliance services for an ultra-wealthy family as well as multi-general wealth planning.
The group specializes in the taxation of gifts, trusts, estates, foundation, closely held entities and individual returns.Responsibilities included and are not limited to the following:
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 Engagement Partner
Reviews tax procedures, engagement workpapers and financial statements without supervision
Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm's documentation standards
Reviews advanced level return from a detail and top-side perspective (Forms 1065, 1120, 1041, 1120-S, 709, 990 and 1040s)
Reviews required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelines
Addresses questions on advanced technical accounting matters from team members and upper level client management
Monitors that tasks are assigned and completed on a timely basis and reviews workflow
Oversees Seniors and Staff coordinating the day-to-day duties of planning, tax work, and wrap-up
Manages multiple assignments inside an engagement
Communicates with Director and/or Partner on work status and client issues that arise
Conducts research, consults with team members, draws conclusions and prepares memos based on target issues
Performs a detailed review of team's workflow and monitors that tasks are assigned and completed on a timely basis; supervises, trains and mentors staff
Acts 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
Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
Identifies opportunities to leverage staff including designing staffing structure of engagement
Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements
Minimum Qualifications
Bachelor's degree in Accounting
CPA license
7+ years' of relevant work and industry experience within Private Client Services/Family Office tax
Prior experience managing engagements and clients
Formal mentoring relationships with all levels of staff
Ability to work independently, but also work well with others
This is not a remote position. Required to be in the office a minimum of 3 days per week.
Minimum Qualifications
Master's degree in Accounting or Taxation
3+ years' supervisory experience
Software Experience – Archway, CCH ProSystem, Microsoft Office 365
#LI-RD2
Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
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Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.
Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting and assurance services; advisory, valuation and litigation support; and an extensive range of specialty and niche industry practices.
The Firm serves both privately held and publicly traded companies, as well as high net worth individuals, private equity funds and hedge funds, with a focus on middle-market companies and closely held family businesses.
Marcum is a member of the Marcum Group, an organization providing a comprehensive array of professional services.Are you a search or recruiting firm interested in becoming a preferred recruitment agency?Click here to learn more.
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