If you are seeking a collaborative and rewarding work environment, we have a great opportunity. We are currently seeking a Senior Manager/Principal level candidate to join our growing team. This role can be on Long Island or Florida.
We look for professionals having the ability to thrive in an energetic environment consistently dedicated to delivering nothing short of excellence to our clients.
You will:
- Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities.
- Review gift tax returns
- Review quarterly and year-end tax projections
- Review tax workpapers
- Work closely with the management team to mentor, train, and supervise staff.
- Manage deadlines and client work.
- Bill clients accordingly
You will have:
- Minimum degree required: bachelor s degree. Master's degree a plus
- CPA
- Required field of study: Accounting, Finance and/or Taxation
- Minimum years of experience: 7+
- Strong working knowledge of Microsoft Office Suite
- Strong verbal and written communication skills
- Recent or current experience servicing High Net Worth and/or Family Office clients required.
Nice to have:
- Excellent analytical and problem-solving skills
- Strong interpersonal and communication skills
- Managerial experience with staff and clients
- Proficient with use of GoSystem Tax RS is a plus