Tax Manager - New York, United States - Omm IT Solutions

    Omm IT Solutions
    Omm IT Solutions New York, United States

    3 weeks ago

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    Description
    Please Note:
  • No relocation assistance provided
  • CPA (Required)


    • About the Job:

    We have an immediate opening for a Tax Manager. Our Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families and multi-general wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundations, closely held entities and individual returns.

    Responsibilities include and are not limited to the following:

  • 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
  • Addresses questions on advanced technical accounting matters from team members and upper level client management
  • Advanced level tax preparation skills
  • Oversees Seniors and Staff while coordinating the day-to-day duties of planning, tax work, and wrap-up
  • Manages multiple assignments inside an engagement
  • Communicates with Partner on work status and client issues that arise
  • Conducts research, consults with team members, draws conclusions and prepares memos based on target issues
  • Advanced knowledge of applicable accounting software (e.g. ProSystem Tax, Engagement, etc.)
  • Top review of returns, workpapers, and issues
  • Primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel
  • Supervises, trains and mentors tax staff


    • Requirements


    Job Requirements:

  • Bachelors of Accounting is required
  • 5+ years' of relevant work and industry experience within High Net Worth/Family Office taxation
  • CPA (Required)
  • Prior experience managing engagements and clients
  • Ability to work independently, but also work well with others
  • Microsoft Office: 6 years (Required)
  • Supervising experience: 6 years (Required)
  • Accounting software: 6 years (Required)
  • Software Experience - CCH ProSystem, Microsoft Office 365


    • Benefits


  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Work from home