Tax Director- PCS - Fort Lauderdale, United States - Marcum Search

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    Description
    Marcum LLP offers a great career with exceptional benefits.
    There's a lot to think about when it comes to launching your career.

    Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.


    At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

    At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

    This position is located in the Fort Lauderdale office.


    The right candidate will be willing and able to travel 25% of the time to Tampa, West Palm Beach and Miami.

    We are looking for a high-energy, experienced professional with strong interpersonal skills.


    Someone who is a quick learner; flexible with exceptional organizational skills, precision and the ability to self-review Responsible for overseeing, planning and reviewing engagements; supervising staff, interacting with clients, tax preparation and review, and ensuring the completion of all engagements for clients in various industries.

    ResponsibilitiesDemonstrates 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 PartnerReviews tax procedures, engagement workpapers and financial statements without supervisionCompletes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm's documentation standardsAdvanced top level tax review of returnsReviews returns and disclosures for appropriateness in form, content, completeness, and accuracyReviews required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelinesAddresses questions on advanced technical accounting matters from team members and upper level client managementMonitors that tasks are assigned and completed on a timely basis and reviews workflowOversee Seniors and Staff coordinating the day-to-day duties of planning, tax work, and wrap-upManages multiple assignments inside an engagementCommunicate with Partner on work status and client issues that ariseConducts research, consults with team members, draws conclusions and prepares memos based on target issuesPerform a detailed review of team's workflow and monitor that tasks are assigned and completed on a timely basisPrimary client contact and liaison for complex issues that staff are unable to resolve; communicate effectively with clients and develop positive relationships with client personnelSupervise, train and mentor tax staffKeep up to Manage day-to-day with multiple client accounts, performing various tasks ranging from bookkeeping to lifestyle managementAccounts payable processing including wires, ACH payments, and checks related to capital calls/distributions, real estate/household income/disbursements, loan payments, trust distributions, annuity payments, and bank account reconciliationsLiaise with clients and their advisors, including banking, investment, insurance advisors and legal counselWillingness to accommodate clients' fluid, demanding needsAssist with long-term financial planning for clients, including the preparation of budgets, net worth statements and cash flow statementsReview and maintain tax records to facilitate tax return preparation for various individual, family partnerships, LLC's, trusts, and charitable entitiesOversee and manage current and/or recurring payment calendarsAdministration of payroll for domestic and business employees, including coordination of benefits such as 401(k) and medicalMaintain accurate documentation in accordance with records retention policies and proceduresAssist with year-end 1099 reportingHandling special projects, as neededKeep up to date on industry laws and regulationsRequirementsBachelors of Accounting requiredCPA required10+ years' experience in a similar role7+ years' supervisory experience preferredPrior experience managing engagements and clientsAbility to work independently, but also work well with othersExperience with QuickbooksExperience with ProSystem Tax and ProSystem Engagement a plusTakes a lead role in client and team meetings and contributes new ideas and strategic initiativesStays current on technical and industry developments and standards while evaluating potential impacts on their client engagementsAdvanced knowledge of a minimum of 1-2 industry areas which the firm servicesFor more information about the position, please send an email to nicole, with "Tax Director- PCS" in the Subject Line, or use the link to apply directly to the roleMarcum LLP is an Equal Opportunity EmployerMarcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

    Employment typeOTHER