Tax Manager, Private Client Services

Min 7 yrs required

Full-time

No

As the Private Client Services (PCS) Tax Manager, you will play a crucial role in providing tax planning, consulting, and compliance services to high net-worth individuals and their related entities. With 7+ years of solid tax experience and a CPA and/or JD, you will review individuals, trusts, gift taxes, and flow through entities, supervise and develop associates, and interact closely with clients to provide innovative tax strategies and ensure complete satisfaction. Join our growing and well-established national firm in New York City and take advantage of a highly competitive salary, exceptional benefits, and a commitment to work/life balance.

H1: Join Marcum LLP as a Tax Manager in Private Client Services
H2: Review, Supervise, and Interact: Tax Manager Responsibilities at Marcum LLP

- Job title: Tax Manager, Private Client Services - New York
- Location: New York, NY
- Time type: Full time
- Posted on: Posted 11 Days Ago
- Job requisition ID: R4006
- Salary information: Highly competitive
- Experience: 7+ years solid tax experience with high net-worth individuals
- Benefits: Health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, transit benefits, paid time off, 401(k) plan with employer contribution, profit sharing plan
- Company: Marcum LLP
- Department: Private Client Services
- Responsibilities:
- Review individuals, trusts, gift taxes, and flow through entities
- Supervise and develop associates
- Interact closely with clients to provide tax planning, consulting, and compliance services
- Ensure client satisfaction through open communication, meeting deadlines, and sharing tax saving strategies
- Prepare budgets and schedule engagements
- Train and mentor associates
- Business development
- Qualifications:
- CPA and/or JD
- BS and/or Masters in Accounting
- 7+ years solid tax experience with high net-worth individuals
- Experience with Axcess Tax and BNA a plus
- Superb communication skills (written and verbal)
- Ability to multi-task in a fast-paced, deadline driven environment
- Outstanding leadership, mentoring, and interpersonal skills
- Excellent organizational and analytical skills
- Strong tax research skills
- Equal Opportunity Employer

H1: Join Marcum LLP as a Tax Manager in Private Client Services
H2: Review, Supervise, and Interact: Tax Manager Responsibilities at Marcum LLP

Bold Headline: Launch Your Accounting Career with Marcum LLP in New York City
H2: A World of Opportunity, Competitive Salary, and Exceptional Benefits at Marcum LLP

Are you a highly experienced tax professional with strong interpersonal and supervisory skills? Marcum LLP is seeking a PCS Tax Manager to join our growing and well-established national firm in New York City. With a commitment to work/life balance, industry-leading technology, and a culture that values your contributions, Marcum offers a world of opportunity for your accounting career.

As the Private Client Services (PCS) Tax Manager, you will play a crucial role in providing tax planning, consulting, and compliance services to high net-worth individuals and their related entities. With 7+ years of solid tax experience and a CPA and/or JD, you will review individuals, trusts, gift taxes, and flow through entities, supervise and develop associates, and interact closely with clients to provide innovative tax strategies and ensure complete satisfaction.

At Marcum, we value our employees and offer a comprehensive benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, transit benefits, paid time off, a 401(k) plan with employer contribution, and a profit sharing plan. Our commitment to work/life balance means you can have a fulfilling career while still having time for personal pursuits.

Join our team at Marcum LLP and take advantage of a highly competitive salary, exceptional benefits, and a commitment to your professional growth. Apply now and launch your accounting career with us in New York City.

Not applicable

Health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, transit benefits, paid time off, 401(k) plan with employer contribution, profit sharing plan

Not specified

Tax planning, Tax compliance, Tax research, Business development, Leadership, Mentoring, Client relations, Communication, Multi-tasking, Problem-solving, Analytical, Creative thinking, Logic

CPA and/or JD, BS and/or Masters in Accounting

Apply through the company website or email resume to HR department

Qualification and Experience CPA and/or JD, BS and/or Masters in Accounting, 7+ years tax experience with high net-worth individuals

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