Tax consultant - Mastic, NY, United States - Apex Ventures

James Miller

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James Miller

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Freelance
Description

Klug & Engelhard is a privately owned auditing and tax consulting firm that sees itself as a partner of medium-sized businesses.

For over 50 years, we have been providing services to clients from the medium-sized sector, private individuals, and municipalities. As a firm with five partners, we understand the needs of our highly valued and demanding client base.

Our range of services also includes consulting on specialized topics and complex tasks such as succession planning, M&A structuring, foundations, private equity, and more.


Responsibilities:

Your responsibilities:


  • Advising wealthy private individuals and entrepreneurs from the upper middle class on tax and economic issues
  • Independent development and participation in structuring advice
  • Handling complex tax returns and financial statements, as well as competent and efficient response to the needs of clients from all industries and legal forms
  • Optional involvement in other innovative and dynamic business areas (business consulting, investment tax law, group accounting, foundations and associations, etc.)
  • Maintaining and further optimizing high service quality standards, as well as digital business processes
  • Possibility of partnership with successful development/personal suitability

Qualifications:

We are looking for:


  • Academics with at least five years of professional experience in the mediumsized sector
  • Great interest in tax and business management structuring options
  • Experience in structuring advice (succession planning, restructuring, M&A, foundations)
  • Modern and digital way of working with experience in all DATEV applications
  • Analytical thinking

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