Marcum LLP
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Tax Manager - High Net Worth

Location: New York City, NY

The High Net Worth Tax Manager will work in our General Tax Practice and will be responsible for High Net Worth clients.

Responsibilities

  • Review individuals, trusts, estate, gift taxes, and flow-through entities.
  • Supervise and develop associates.
  • Interact closely with clients year round to provide innovative tax planning, consulting, and compliance services in a timely manner.
  • Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, and proactively sharing tax saving strategies.
  • Prepare budgets and schedule engagements accordingly.
  • Train and mentor lighter level associates.
  • Be involved in business development (networking, proposals, etc).

Qualifications

  • Must be a CPA and / or JD.
  • BS and / or Masters in Accounting.
  • 7+ years solid tax experience in the HNW area.
  • GoSystems a plus.
  • Proficient with BNA.
  • Proficient in Microsoft Excel.
  • Superb communication skills (written and verbal).
  • Ability to multi-task in a fast-paced, deadline driven environment.
  • Outstanding leadership, mentoring and interpersonal skills.
  • Excellent organizational and analytical skills.
  • Able to problem-solve and think both creatively and logically.
  • Strong tax research skills.

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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