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Marcum LLP
Marcum LLP
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Tax Manager - Family Office Services

Location: New Haven, CT

Marcum LLP is seeking an experienced Tax Manager to join our Family Office Group in our New Haven, CT office. The position requires a high-energy, experienced tax professional with strong interpersonal and supervisory skills. Expertise in the area of multi-state pass-through and fiduciary taxation is required.

Our growing tax 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.

Responsibitities

  • Interact closely with team to provide innovative tax planning, consulting and compliance services in a timely and effective manner.
  • Specialization and experience in both fiduciary and flow through entity tax areas.
  • Experience in working with complex investment portfolios.
  • Supervise and help drive the success of multiple engagements in individual, fiduciary and partnership taxation.
  • Ensure complete client satisfaction through open communication, managing deadlines and proactively sharing tax saving strategies.
  • Supervise, develop, train and mentor staff including performance and engagement reviews.
  • Be involved in practice development efforts of the firm.
  • Review staff work product and ensure firm processes and quality control procedures are being executed.

Qualifications

  • BBA/BS in Accounting.
  • Masters in Taxation degree or LLM in Taxation a plus.
  • CPA certification required with 5+ years tax experience.
  • Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.
  • Ability to attract and develop profitable, sustainable client relationship.
  • Ability to articulately communicate professional technical knowledge.
  • Decisively identify and execute solutions to problems.
  • Thorough understanding of complex tax issues.
  • A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements and tight deadlines.

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

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Benefits

Marcum offers our employees exceptional benefits. Periodic research is conducted to make sure we are at the forefront of the industry. Following are just some of the items in our benefit package:

  • Competitive salary.
  • Discretionary bonus program.
  • CPA exam assistance and assistance with licensing fees.
  • CPA bonus.
  • Client referral bonus.
  • Employee referral bonus.
  • Paid personal time off.
  • Career development program.
  • Medical, dental and vision insurance.
  • Life insurance.
  • Supplemental insurance.
  • Short-term and long-term disability insurance.
  • Flexible spending account.
  • Retirement plan with a generous employer contribution.
  • Continuing education assistance.
 
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ABOUT MARCUM LLP

Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

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