- Assistance with development of long term and short term objectives
- Reviewing existing multi-generational wealth transfer strategies
- Financial modeling of alternative strategies
- Action planning to implement changes
- Performing other duties, as needed
- 10+ years of recent or current CPA Firm or Family Office experience
- Bachelor's Degree in Accounting
- CPA
- Experience servicing Ultra High Net Worth clients with Trust and Estate planning and compliance services
- Extensive knowledge of multiple Tax functions
- Microsoft Excel proficient
- Solid analytical, mathematical, and research skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Strong attention to detail
- Highly organized
- Experience with Business Development
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Tax Partner
1 week ago
Armanino New York, United States Full timeAt Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. · Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work . We have a community of ...
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Tax Partner
3 weeks ago
CRETE PA HOLDCO LLC New York, United StatesJob Description · Job DescriptionWe are an independent, full-service certified public accounting firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island and NYC. Join a rapidly growing organization with a st ...
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Tax Partner
10 hours ago
CRETE PA HOLDCO LLC New York, United StatesJob Description · Job DescriptionWe are an independent, full-service certified public accounting firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island and NYC. Join a rapidly growing organization with a st ...
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Tax Partner
1 day ago
OG Tax and Accounting Group Inc New York, United StatesJob Description · Job DescriptionWe're a reputable, fast paced, CPA firm based in South Park Slope Brooklyn. We provide accounting and tax services to businesses and individuals from all over the country and overseas. Seeking an experienced partner level tax CPA to join our team. ...
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Tax Partner
3 weeks ago
Tandym group New York, United StatesA professional services firm in New York City is actively seeking an experienced Tax professional to join their staff as a Tax Partner and focus on Trusts / Estates. In this role, the Tax Partner will be responsible for focusing on trust formation, succession planning, and other ...
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Tax Partner
16 hours ago
bizjobz New York, United StatesTax Partner, Emerging Companies Group · New York, NY, Uniondale, NY or Remote · Our client is a New York City based Certified Public Accounting and Consulting firm with a national presence, consistently recognized as one of the Best of the Best accounting firms in the country. ...
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Tax Partner
3 weeks ago
franklinstewart New York, United StatesJob Description · Job DescriptionRegional CPA firm seeking a Tax Partner with significant Construction industry experience. · Responsibilities: · Assume full responsibility for directing multiple engagements · Provide clients with Tax Compliance, Research, Consulting for corporat ...
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Tax Partner
10 hours ago
TPRG New York, United StatesJob Description · Job DescriptionIndustry: Public Accounting · Location: NYC or NJ or Fully Remote. · Regional CPA firm seeking a Tax Partner with significant Construction industry experience. · Responsibilities: · Assume full responsibility for directing multiple engagements · ...
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Tax Partner- Trust
3 weeks ago
Spartan Placements, LLC New York, United StatesJob Description · Job DescriptionTax Partner-Trust & Estate · Qualifications & Skills: · Bachelor's or Master's degree in Accounting, Finance, or a related field. · Minimum of 10 years of experience in tax services, with a significant portion dedicated to trust and estate taxati ...
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Tax Partner
3 weeks ago
Kforce New York, United StatesResponsibilities · Kforce's client, one of the largest accounting and consulting firms in the United States, is seeking a Tax Partner in New York. This is an opportunity to join a firm where your potential to grow and advance your career is limitless. You must be self-starter, h ...
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Tax Partner
2 weeks ago
RightWorks Inc New York, United StatesBased in Manhattan, NY we are a Top 10 Global Public Accounting Firm looking to bring on an ASC 740 Tax Partner or ASC 740 Managing Director in the financial services industry. · WHAT YOU WILL NEED: · Extensive ASC 740 experience · 9 years or more of related experience in publ ...
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Tax Partner- Real Estate
5 days ago
Spartan Placements LLC New York, United StatesTax Partner-Real Estate · RESPONSIBILITIES: A member and leader of a valued engagement team providing federal, state, and local tax compliance and consulting services to real estate clients. · Consult with clients regarding tax and business matters. · Proactively deliver except ...
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Tax Partner- Real Estate
2 days ago
The Eppolito Group, Inc. New York, United StatesThe Eppolito Group has been retained by a Top 25 CPA firm seeking a Real Estate Tax Partner to join their tax department. This firm has experienced significant growth and is seeking a Tax Partner to take a major role in the continued growth of this firm. · This Partner will be re ...
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Tax Partner, Real Estate
3 weeks ago
Anchin New York, United StatesJob Description · Job DescriptionTitle: Tax Partner, Real Estate · Department: Tax, Real Estate · Supervises: Directors · Role Type: Full time · Location: New York, NY, Uniondale, NY, or Remote · ABOUT THE COMPANY: · Anchin is a New York City based Certified Public Accounting ...
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Tax Director/Partner, Mergers
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Anchin New York, United StatesJob Description · Job DescriptionTitle: Tax Director/Partner, Mergers & Acquisitions (M&A) · Department: Tax, Mergers & Acquisitions (M&A) · Supervises: Senior Managers · Role Type: Full time · Location: New York, NY, Uniondale, NY, or Remote · ABOUT THE COMPANY: · Anchin is ...
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Tax Director/Partner, Technology
3 weeks ago
Anchin New York, United StatesJob Description · Job DescriptionTitle: Tax Director/Partner, Technology · Department: Tax, Technology · Supervises: Senior Managers · Role Type: Full time · Location: New York, NY, Uniondale, NY, Boca Raton, FL or Remote · ABOUT THE COMPANY: · Anchin is a New York City based ...
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International Tax Partner
3 weeks ago
Armanino McKenna Certified Public Accountants & Consultants New York, United StatesAt Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. · Armanino is proud to be?Among the top 20 Largest Accounting and Consulting Firms in the Nation?and one of the?Best Places to Work. ...
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Tax, Director/Partner, Financial Services
20 hours ago
Anchin New York, United StatesJob Description · Job DescriptionTitle: Tax Director/Partner, Financial Services · Department: Tax, Financial Services · Supervises: Senior Managers · Role Type: Full time · Location: New York, NY, Uniondale, NY, or Remote · ABOUT THE COMPANY: · Anchin is a New York City based ...
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Tax Director/Partner, Professional Services
3 weeks ago
Anchin New York, United StatesJob Description · Job DescriptionTitle: Tax Director/Partner, Professional Services · Department: Tax, Professional Services · Supervises: Senior Managers · Role Type: Full time · Location: New York, NY, Uniondale, NY, Boca Raton, FL or Remote · ABOUT THE COMPANY: · Anchin is ...
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Tax Director/Partner, Research and Development
3 weeks ago
Anchin New York, United StatesJob Description · Job DescriptionTitle: Tax Director/Partner, Research and Development · Department: Tax, Research and Development (R&D) · Supervises: Senior Managers · Role Type: Full time · Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Remote · ABOUT THE COMPANY: ...
Tax Partner - New York, United States - Tandym Group
Description
A professional services firm in New York City is actively seeking an experienced Tax professional to join their staff as a Tax Partner and focus on Trusts / Estates. In this role, the Tax Partner will be responsible for focusing on trust formation, succession planning, and other wealth transfer strategies.
Responsibilities:
The Tax Partner will be responsible for: