Tax Director - Private Client Services - International Tax
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.
We’re hiring for a Tax Director – Private Client Services (PCS) within our International Tax Services group within the New York City metro region. The Private Client Services (PCS) Tax Practice focuses on tax business planning, advisory & compliance services for business owners, wealthy individuals, and other high earning or high net worth individual clients. This role and function would focus on the taxation of individuals, gifts, trusts, and closely held entities. Responsibilities include and are not limited to the following:
- Demonstrates thorough technical knowledge of relevant accounting standards and tax 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.
- Performs detailed reviews and technical reviews of Forms 1040, 3520, and related individual tax reporting Forms and Schedules.
- 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 Managers, Seniors, and Staff coordinating the day-to-day duties of planning, tax work, and wrap-up.
- Manages multiple assignments inside an engagement.
- Communicates with Team 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.
Minimum Qualifications
- CPA license
- 9+ years of relevant work and industry experience within ITS-PCS or 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
Preferred Qualifications
- Master’s degree in Accounting or Taxation
- 4+ years’ supervisory experience
- Software Experience – CCH ProSystem, CCH Axcess, Microsoft Office 365
Compensation Range
Salary: $180,000.00 - $205,000.00
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.
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