HNW Tax Manager

Position Summary

THE FOCUS IS YOU :

We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Melville, NY office.

As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries.

The Tax Manager serves to manage client relationships and act as a liaison between overseeing / mentoring internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.

WHAT YOU WILL DO

Regular duties include (but are not limited to) :

• Serves as a subject matter expert in individual taxation, trusts and gift taxation.
• Review federal, state and local tax returns, extensions and quarterly projections for individual clients, Trusts, and gift tax returns.
• Review of individual tax compliance forms and working with a dedicated individual tax team.
• Knowledge of preparation of business corporate and partnership returns is preferred.
• Review federal and state tax returns and work of staff and interns and provide feedback, training and mentoring.
• Review tax information supplied by clients and obtain open items.
• Develop tax planning opportunities arising from inbound and outbound cross-border transactions and activities.
• Assist with the coordination of planning, tax work and wrap up.
• Facilitate tax research, and establish tax strategies to client business opportunities.
• Identify and communicate tax issues to clients and partners.
• Participate in firm’s marketing, recruiting, team-building, and similar efforts.
• Build relationships with clients and staff.
• Builds client relationships; maintains smooth working relationship with clients.
• Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders).
• Proactively identifies opportunities to introduce Firm and serves as an active spokesperson.
• Represents the firm and area of expertise by making presentations at third party events.
• Demonstrates excellence in Executive Presence, People Development, Leadership, and Professionalism.
• Effectively develops, supervises, trains, coaches, and mentor's staff.
• Effectively manages people with poise and professionalism, especially during peak periods of client engagement and deadlines.
• Promotes the ideals, values, mission, and vision of the firm.
• Commands respect as a leader; acts like a role model.
• Conducts self with the utmost professionalism and demonstrates respect towards others.
• Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff.
• Maintains appropriate compliance with all firm wide and local office policies and procedures.
• Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.
• Assists partners / managing directors in managing administrative activity.
• Develop outside relationships with a goal of generating referral sources.
• Adhere to firm’s policies and procedures.

WHAT WE ARE LOOKING FOR

Experience

• 5+ years in relevant position
• Public accounting or other professional services environment preferred

Education

• Minimum Bachelor’s degree or other recognized business credential
• Bachelor’s in Accounting (for Audit or Tax)

License / Certification

• Must be a CPA
• Must maintain required CPE credits annually
• May need other industry or specialization certification for specific positions

Legal / Compliance

• Must complete acknowledgement of Independence Guidelines and Ethical Standards document
• Government engagements require ability to obtain a security clearance from the United States government

WHAT WE OFFER

• Great Culture Team-like culture of a small office with the benefits of a large firm
• Competitive Compensation Based on the role, credentials, and experience
• Comprehensive Benefits We offer group health insurance, dental, vision, 401K, PTO

For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law.

This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications.

A reasonable estimate of the current range for this position is $110,000 to $180,000.

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