- Perform tax compliance functions including tax return preparation for high net worth individuals that encompasses individual income and gift taxes, complex trusts and ESBTs, small investment partnerships, and private foundations for clients of the multi-family office and trust company.
- Prepare and analyze comprehensive quarterly income tax projections that incorporate multiple scenarios in order to determine the optimal tax planning strategies to recommend to individual and trust clients.
- Research complex tax issues and formulate opinions.
- Assist in training the tax staff as it pertains to tax technical, people development, client relationship, and project management skills.
- Capable of managing several complicated tax projects simultaneously.
- Collaborate with other members of the family office and client service group in order to deliver exceptional client service.
- Correspond with the IRS and state tax authorities in an effort to resolve tax notices and assist in an audit process, if applicable.
- Proactively keeps apprised of the ever-changing tax landscape (e.g., laws, proposals, tax strategies, etc.) as it relates to clients; communicates updates to tax director and tax team.
- Interact with clients relative to providing tax advice; offering assistance with compiling their tax documentation for tax return preparation, responding to clients' questions and/or requests, scheduling tax meetings, etc.
- Receptive to developing the critical skills necessary to build and sustain strong client relationships.
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Senior Tax Manager
3 days ago
Unternehmensgruppe Theo Müller New York, United StatesWählen Sie aus, wie oft (in Tagen) Sie eine Benachrichtigung erhalten möchten: · Benachrichtigung erstellen · Ort : · Aretsried · | · Bereich : · Accounting & Controlling · | · Einstiegslevel: · Berufserfahrene · | · Job-ID: · 93970 · Arbeiten bei der Unternehmensgrupp ...
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Tax Manager
4 weeks ago
Global Tax Management New York, United StatesAre you seeking an opportunity to join a fast-growing and employee-centric firm and possess a desire for career growth? Then we encourage you to apply We are currently seeking a Tax Manager to join our growing firm. We offer a flexible hybrid work schedule and support work/life b ...
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1 week ago
JCW New Jersey, United StatesCompany: Global Chemicals Company · Reports To: Senior Tax Manager · Schedule: In office 3 days/week, typically 9-5 pm · Details: · Tax technology implementation/automation · Collaborate with tax members across the business to enhance processes using Alteryx · Looking for someo ...
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3 days ago
Gpac New York, United States Full timeWell-respected local CPA firm in the area is looking to add a Tax Manager to their growing team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Manager to join a team of ...
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Tax Manager
6 days ago
Miller & Company, LLP New York, United States*** This position is in person at our Whitestone, New York location in Queens. · Miller & Company, LLP is looking for a Tax Manager to join our team in Queens, New York The right candidate is not only clever but collaborative and willing to be hands on to help the team where need ...
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4 weeks ago
FORVIS New York, United StatesRequisition Number2231938 Description & Requirements · As a Tax Manager at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic supp ...
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1 week ago
Gpac New York, United States Full timeTax Managers · Gpac houses a team of professional Recruiters who specialize in the Public Accounting industry The reputable clients we partner with are looking to add dedicated talent to their team Enjoy flexibility, career growth, and other great perks. · Apply right away · Tax ...
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1 day ago
FORVIS New York, United StatesRequisition Number2231938 Description & Requirements · As a Tax Manager at Forvis Mazars, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authent ...
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3 days ago
RSM US LLP New York, United StatesJob Description · We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, ...
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1 hour ago
Weil Gotshal New York, United StatesWeil seeks the best and brightest talent to join our Administrative Staff team. Our employees are the future of Weil so we invest in their training and development. Our environment embraces and encourages positive-minded professionals who seek to be challenged and acquire knowled ...
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1 day ago
Global Tax Management New York, United StatesJob Description · Job DescriptionAre you seeking an opportunity to join a fast-growing and employee-centric firm and possess a desire for career growth? Then we encourage you to apply We are currently seeking a Tax Manager to join our growing NYC Practice. We offer a flexible hyb ...
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Tax Manager
2 weeks ago
LHH Recruitment Solutions New York, United StatesJob Description · Job DescriptionCorporate Tax Manager · New York, NY · Our client is a large, international tech corporation that is hiring for a Corporate Tax Manager in Manhattan. The company is highly successful and stable and in need of a talented tax professional to add val ...
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Tax Manager
4 days ago
Jobot New York, United StatesJob Description · Job DescriptionHybrid opportunity with top 50 CPA Firm · This Jobot Job is hosted by: Garrett Mathison · Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. · Salary: $150,000 - $175,000 per year · A bit about us: · We are ...
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2 weeks ago
Andersen New York, United StatesThe Firm: · Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the mo ...
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franklinstewart New York, United StatesJob Description · Job DescriptionRegional CPA firm is seeking a Tax Manager / Sr. Tax Manager for its Consumer Goods practice. · Responsibilities: · Tax Compliance, Research, Consulting · Provide clients with tax guidance regarding planning and compliance. · Build client relation ...
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Tax Manager
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Creative Financial Staffing New York, United StatesTax Manager · Our client is looking to bring on a Tax Manager who would be a part of a thriving and supportive environment. With a commitment to professional development and a culture that values work-life balance, our client offers excellent opportunities for career growth and ...
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Tax Manager
1 hour ago
Hermès New York, United StatesJob Description · The Team: · The Accounting/Finance team is responsible for protecting the Company's financial assets, mitigating financial risks and reporting the financial position of the company to business stakeholders. The department is comprised of three main pillars: Fin ...
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Tax Manager
2 weeks ago
International Search Consultants New York, United StatesJob Description · Job DescriptionTax Manager · NY Metro Area · As a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong ba ...
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Tax Manager
5 days ago
KSM (Katz, Sapper & Miller) New York, United States· We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Through our deep experience across multiple disciplines and industries, we provide our clients with the inspiration, insight, and technical expertise they need to achieve grea ...
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Tax Manager
1 hour ago
International Search Consultants New York, United StatesTax Manager · NY Metro Area · As a Tax Manager, you will play a crucial role in managing tax processes, ensuring compliance, and providing strategic advice to Trust Officers. If you are a proactive and detail-oriented professional with a strong background in taxation, we invite ...
Tax Manager - New York, United States - Chilton Trust
Description
Job Description
Job DescriptionPosition DescriptionThe Tax Manager will report to the Head of Tax Services and handle the following:
Candidate Description
Qualified candidates should have a Bachelor's degree in accounting with a minimum of 6 - 8 years' experience in public accounting specific to taxation of individuals and trusts. Applicant should also have knowledge of gift, GST, private foundation, and partnership taxation, particularly as it relates to alternative investments. Furthermore, applicant should have basic knowledge of taxation of financial instruments and general familiarity with financial products and trading including stocks, bonds, options and other derivatives. Candidate should be conversant in GoSystem Tax RS (Fast Tax program), have excellent Microsoft Office and strong tax research skills, i.e., able to perform independent tax research and opine on the subject matter. Candidate should be familiar with BNA and RIA tax research programs.
Chilton seeks candidates who have outstanding analytical skills coupled with strong organizational and communication skills. Applicant should be proactive, motivated, a self-starter, passionate about client service, and work well in a small team environment. CPA credential a plus.
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