Bachelor's degree in Accounting or related field (3.0 GPA or better)
5+ years leading a team of tax professionals
7+ years of tax experience in public accounting or family office
Certified Public Accountant preferred
In-depth knowledge of tax regulations for individuals, corporations, partnerships, estates, and trusts
Proficiency in CCH Axcess/ProSystem and Microsoft Office applications
Strong verbal and written communication skills
Responsibilities
Review and sign various tax returns and projections, including multi-state returns
Correspond with government agencies regarding client tax notifications
Provide guidance to tax staff on tax and software inquiries
Assist with document gathering for audits
Ensure timely completion and filing of tax returns and extensions
Identify and research tax issues relevant to client transactions
Mentor staff to achieve internal and personal goals
Benefits
Dynamic team environment
Opportunities for professional development and mentorship
Engagement with high-profile clients
Exposure to diverse tax issues and strategies
Flexible work hours as needed
Full Job Description
Taxation roles across levels
Multiple location and levels
Westwood - California
Encino - California
Garden City, NY or NYC
Job Specs:
A prestigious business management firm seeks a Tax Manager to join their dynamic team.
Your Role:
The Tax team in Garden City is hiring the next Tax Manager to join our dynamic group of tax professionals. The selected candidate will maintain a strong rapport with our clients and liaise between staff and Partners. This position will oversee various tax initiatives and tax planning strategies to ensure our client's tax returns are complete and accurate, all while performing the following duties:
What will you do?
Review and sign corporation, partnership, individual and trust tax returns and tax projections, including numerous multi-state returns.
Correspond with state and federal government agencies relating to client tax notifications received.
Provide guidance and support to tax staff and other team members with relevant tax and software questions.
Assist with document gathering efforts for state and federal audits.
Ensure all tax returns, extensions, and all relevant filings are completed and filed by deadlines.
Ensure all tax planning related payments are made on time.
Identify and research tax issues applicable to client transactions.
Mentor staff towards the achievement of internal and personal goals.
Attend client meetings with Partners to help build and manage client relationships.
Work extended hours as needed.
Other related duties as assigned.
What Do you Need to Succeed:
In-depth knowledge of tax concepts and regulations related to individuals, C corporations, S corporations, partnerships, estates, and trusts.
Strong working knowledge of tax return workflow and ability to adapt.
Ability to identify, analyze and resolve issues, perform research, and demonstrate critical thinking to implement tax advice related to new legislation and planning.
Ability to pay attention to detail, have excellent organization skills and ability to perform under deadlines.
Proficiency with CCH Axcess/ProSystem.
Understanding of Generally Accepted Accounting Principles.
Competency in Microsoft applications including Word, Excel and Outlook.
Strong verbal and written communication skills a must.
Exceptional interpersonal skills.
Friendly and professional demeanor.
Ability to work well with a team and pitch in when needed.
Education and Experience Requirements:
Bachelor's degree in Accounting, or related business field (3.0 GPA or better).
Certified Public Accountant preferred.
5 plus years of experience leading a team of tax professionals.
7 plus years of related tax experience at a public accounting firm/or family office.
Extensive experience with real estate and partnership tax compliance and consulting preferred.
