Are you seeking a collaborative and rewarding work environment? Do you thrive in an energetic environment? If so, this is the right fit for you! We are currently seeking a Tax Senior Manager to join our growing team!
Our people are our firm. We provide our clients with best-in-class service because we are an inclusive, diverse, and entrepreneurial firm that offers our people the opportunity to pursue their individual goals as they develop into best-in-class professionals.
We look for professionals having the ability to thrive in an energetic environment consistently dedicated to delivering nothing short of excellence to our clients. We seek to provide our people with a work-life balance that allows them to achieve their career goals while pursuing personal interests.
Responsibilities: Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entitiesReview gift tax returnsReview quarterly and year-end tax projectionsReview tax workpapersDeliver clear requests for information via phone or email directly to clientsResearch Federal, state, and cross-border tax issuesStrategize with partners and the client engagement teams on tax planningWork closely with the management team to mentor, train, and supervise staff Basic qualifications: Minimum degree required: Bachelor's degreeCPARequired field of study: Accounting, Finance and/or TaxationMinimum years of experience: 7+Strong working knowledge of Microsoft Office SuiteStrong verbal and written communication skills Client Management Skills: Manage deadlines and client workBill clients accordinglyCollect outstanding receivables Preferred knowledge/skills: Excellent analytical and problem-solving skillsStrong interpersonal and communication skillsRecent or current experience servicing High Net Worth and/or Family Office clientsManagerial experience with staff and clientsProficient with use of GoSystem Tax RS is a plus Work location: Garden City, NY and West Palm Beach, FL. Hybrid schedule will be considered.
We are an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran