- Prepare complex tax returns and perform detail level reviews of work papers, allocations, and tax returns, as well as preparing materials and research for consulting projects related to tax planning opportunities
- Work with an engagement team and draw on your experience to provide tax compliance and consulting services to clients
- Oversee overall client experiences including deadline management/client expectations
- Calculate tax effects of transactions, conduct technical tax research, and manage tax partner expectations
- Handle billing/WIP management
- Review the tax returns and manage tax workflow
- Coordinate multiple engagement teams' schedules and deadlines
- Operate in a dynamic environment, coach staff/seniors/managers, and share your knowledge and experience with the entire team
- CPA or JD required 5+ years of progressive experience at a public accounting firm
- Solid understating of challenges related to corporation and partnership returns.
- Experience conducting tax research and analyzing a wide variety of tax issues, including partnerships, s-corps, individuals, and corporations, and assisting with the compliance and investor reporting process.
- Bachelor's Degree Required
- Understanding of Outlook, Excel, Word, Adobe, etc. Required
- Strong understanding of CCH Axcess required
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Client Service Advocate
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Client Services Manager
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Client Service Manager
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Tax Director- Private Client Services
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Spartan Placements LLC Buffalo, United StatesTax Director- Private Client Services · We are hiring Manager, Senior Manager and Director levels. · Responsibilities: · Lead and manage a portfolio of high-net-worth private clients, ensuring the delivery of high-quality tax and advisory services. · Provide Executive presence ...
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Sr. Reg. Client Service Associate
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Raymond James Financial Services Buffalo, United StatesJob Summary · Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to jo ...
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Sr. Reg. Client Service Associate
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Raymond James Financial Incorporated Buffalo, United StatesJob SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join ...
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Employee Benefits Client Service Specialist
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HSBC Buffalo, United StatesJob description · Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the peop ...
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Emerald Resource Group Buffalo, United StatesJob Title: Tax Experienced Staff Accountant, Private Client Services · Location: US-NY-Williamsville · Estimated Salary Range: $60,000-85,000 · Overview: · Responsibilities: Prepare tax returns and prepare materials and research for consulting projects related to tax planning ...
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Cohen & Company Buffalo, United StatesOverview: · Cohen & Company · Certified?Public Accountants · ? · We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service in · Buffalo, NY · to join our team · Responsibilities: · Senior Level · Pre ...
Tax Senior Manager- Private Client Services - Buffalo, United States - Spartan Placements LLC
Description
Tax Senior Manager- Private Client ServicesWe are hiring both Manager and Senior Manager levels.
Responsibilities:
