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The candidate is responsible for logistics of periodic Inspections (Peer Review, PCAOB, Other) primary point person. Works with quality assurance principal on answering questions/preparing information prior to inspection, coordinates the logistics for each inspection (conference rooms, scheduling, files requested are downloaded and sent to the review team), fields additional logistical requests or issues while the review team is at the office. Provides...
The candidate will participate in managing a compliance group by assisting with forecasting future compliance work, delegating work effectively, and resolving staffing issues. Maintain continuous interaction with clients, manage expectations and ensure outstanding client service. Team with tax professionals to provide comprehensive tax solutions. Determine all information required to ensure/complete accurate tax compliance products within the budget. Formulate ...
Tax Manager – Private Client Services
The candidate supervises staff and seniors and reviews their work product for completeness and accuracy. Primary work product will include federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns. Professionals provide timely, high quality services and work products that meet or exceed client expectations. Will participate in client meetings and collaborate with the team ...
Senior Tax – Private Client Services
The candidate will working directly with other firm tax professionals, our clients, and other advisors to prepare and review federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns. Will utilize tax research tools to help determine the proper tax treatment of a variety of client transactions. Must have 3+ years of experience in taxation with a public accounting firm. Shou...
Tax Staff – Private Client Services
The candidate responsibilities include working directly with other tax professionals, clients, and other advisors to prepare federal and state individual income tax returns, fiduciary income tax returns, gift tax returns, and estate tax returns. Will also utilize tax research tools to help determine the proper tax treatment of a variety of client transactions. A Bachelor’s degree in accounting or a J.D. is mandatory. 1-3 years of rel...