Tax Supervisor, Private Client Services - New York
New York, NY 
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Posted 12 days ago
Job Description

Marcum LLP offers a great career with exceptional benefits.

There's a lot to think about when it comes to launching your accounting career. 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.

Marcum LLP is seeking a Supervisor to join our growing and well established national firm in New York. This position requires an experienced Tax Private Client Services professional with strong interpersonal and supervisory skills. Our growing Tax PCS practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.

Responsibilities

  • Prepare and review individual, trust, estate and gift tax returns
  • Supervise and develop associates.
  • Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner.
  • Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies.
  • Prepare budgets and schedule engagements accordingly.
  • Train and mentor lighter level associates.
  • Be involved in business development (networking, proposals, etc.).

Qualifications

  • CPA preferred
  • Bachelors or Masters in Accounting and CPA eligible
  • 4+ years solid tax experience in the HNW area.
  • 3+ years experience in prep of Individual/1040s with some experience preferred in Partnership, Trust, S-Corps, and gift tax returns
  • 1-2 years review experience in all the above
  • Proficient with CCH Axcess, Microsoft office suite, BNA tax planner, and SurePrep
  • Experience with GoFileRoom and Engagement preferred
  • Good communication skills (both verbal and writing skills) and the ability to communicate effectively with clients, managers and partners
  • Outstanding leadership, mentoring, and interpersonal skills.
  • Excellent organizational and analytical skills.
  • Good judgement and the ability to work independently
  • Strong tax research skills and self review

Marcum LLP is an Equal Opportunity Employer

Marcum 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.

Are you a search or recruiting firm interested in becoming a preferred recruitment agency?to learn more.

For job requisitions posted to certain locations, Marcum LLP is required by law to include a reasonable estimate of the compensation range. This compensation range is specific to certain locations and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Compensation Range

Salary: $105,000.00 - $115,000.00
Marcum LLP is an Equal Opportunity Employer

Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, gender, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
4+ years
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