Tax Manager

Tax Manager

Work location: Garden City, NY or West Palm Beach, FL. Hybrid schedule will be considered.

Responsibilities:

• 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
• Deliver clear requests for information via phone or email directly to clients
• Research Federal, state, and cross-border tax issues
• Strategize with partners and the client engagement teams on tax planning
• Work closely with the management team to mentor, train, and supervise staff

Basic qualifications:

• Bachelor’s degree
• CPA
• Recent or current experience servicing High Net Worth and/or Family Office clients
• Minimum years of experience: 7+
• Proficient with use of GoSystem Tax RS is a plus

We are an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran