- Demonstrating a deep technical understanding of accounting and reporting standards by thoroughly researching, completing, and reviewing technical aspects.
- Identifying tax risk management issues and suggesting potential solutions through research and collaboration with Engagement Partners.
- Reviewing tax procedures, engagement workpapers, and financial statements independently.
- Ensuring the complete and accurate review of tax workpapers in a timely manner, aligning with the firm's documentation standards.
- Reviewing advanced-level returns meticulously.
- Handling complex technical accounting questions from team members and upper-level client management.
- Monitoring and reviewing workflow to ensure timely completion of tasks.
- Overseeing Seniors and Staff to manage planning, tax work, and wrap-up responsibilities efficiently.
- Leading small to medium-sized engagements with finalized documents and reports that require minimal revisions upon review.
- Keeping abreast of technical and industry developments to evaluate potential impacts on client engagements.
- Bachelor's degree in Accounting or related field.
- 7+ years of relevant work experience in Private Client Services/Family Office tax.
- Prior experience in managing engagements and clients.
- Formal mentoring relationships with staff at all levels.
- Ability to work independently and collaboratively.
- CPA License or on track to obtain.
- Master's degree in Accounting or Taxation.
- 3+ years of supervisory experience.
- Proficiency in CCH ProSystem and Microsoft Office 365.
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Tax Senior Manager - East Hanover, United States - Marcum LLP
Description
Marcum LLP offers a fantastic career opportunity accompanied by outstanding benefits.Thinking about starting your career path can be quite overwhelming. At Marcum, we provide a wide range of opportunities, a competitive salary, excellent benefits, flexible work options, and cutting-edge technology. All within an environment that appreciates your input and fosters your professional development.
As a Tax Senior Manager - Private Client Services (PCS) based in our East Hanover, NJ office, you'll be responsible for tax planning, advisory services, and compliance for ultra-high-net-worth families and multi-generational wealth planning. Specializing in taxation related to gifts, trusts, estates, foundations, closely held entities, and individual tax returns.
**Responsibilities include:**
Marcum LLP is an equal opportunity employer and values diversity. All qualified candidates will be considered for employment regardless of race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, veteran status, disability status, or any other characteristic protected by law.
