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Tax Manager | Private Client Services (Seasonal)

Century Business Services
New York, NY Full Time
POSTED ON 3/1/2025
AVAILABLE BEFORE 5/25/2025

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions and Primary Duties

  • Review high net worth individual returns, trusts, gift taxes, and flow through entities.
  • Supervise and develop associates.
  • Interact closely with clients 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.
  • Train and guide junior level associates
  • Review high net worth individual returns, trusts, gift taxes, and flow through entities.
  • Supervise and develop associates.
  • Interact closely with clients 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.

Train and guide junior level associates.

Preferred Qualifications

  • Must be a CPA, EA, and / or JD.
  • BS and / or master's in accounting.
  • Experience with Axcess Tax a plus.
  • Experience with BNA a plus.
  • 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.
  • Minimum Qualifications Required

  • Bachelor's degree
  • 6 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology
  • The hourly target for this job in this market is $65.00-$85.00. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
  • The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.
  • LI-DNI

    Salary : $65 - $85

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