Tax Senior Manager - Family Office Services
Marcum
- Hartford, CT
- Permanent
- Full-time
- Demonstrates 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 Partner
- Reviews tax procedures, engagement workpapers and financial statements without supervision
- Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm's documentation standards
- Reviews advanced level return from a detail and top-side perspective (Forms 1065, 1120, 1041, 1120-S, 709, 990 and 1040s)
- Reviews required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelines
- Addresses questions on advanced technical accounting matters from team members and upper level client management
- Monitors that tasks are assigned and completed on a timely basis and reviews workflow
- Oversees Seniors and Staff coordinating the day-to-day duties of planning, tax work, and wrap-up
- Manages multiple assignments inside an engagement
- Communicates with Director and/or Partner on work status and client issues that arise
- Conducts research, consults with team members, draws conclusions and prepares memos based on target issues
- Performs a detailed review of team's workflow and monitors that tasks are assigned and completed on a timely basis; supervises, trains and mentors staff
- Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel
- Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
- Identifies opportunities to leverage staff including designing staffing structure of engagement
- Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements
- Bachelor’s degree in Accounting
- CPA license
- 7+ years’ of relevant work and industry experience within Private Client Services/Family Office tax
- Prior experience managing engagements and clients
- Formal mentoring relationships with all levels of staff
- Ability to work independently, but also work well with others
- This is not a remote position. Required to be in the office a minimum of 3 days per week.
- Master’s degree in Accounting or Taxation
- 3+ years’ supervisory experience
- Software Experience – Archway, CCH ProSystem, Microsoft Office 365