What are the responsibilities and job description for the Tax Director - Family Office Services position at Marcum LLP?
Marcum LLP offers a great career with exceptional benefits.
There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.
At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.
Responsibilities
We are hiring for Tax Directors in the Family Office Services (FOS) department for our Hartford, CT office. The Family Office Services (FOS) tax practice focuses on tax business planning, advisory and compliance services for an ultra-wealthy family as well as multi-general wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundation, closely held entities and individual returns. Responsibilities included and are not limited to the following:
Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.
At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.
Responsibilities
We are hiring for Tax Directors in the Family Office Services (FOS) department for our Hartford, CT office. The Family Office Services (FOS) tax practice focuses on tax business planning, advisory and compliance services for an ultra-wealthy family as well as multi-general wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundation, closely held entities and individual returns. Responsibilities included and are not limited to the following:
- Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
- Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
- Reviews tax procedures, engagement workpapers and financial statements without supervision
- Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm's documentation standards
- Reviews advanced level return from a detail and top-side perspective (Forms 1065, 1120, 1041, 1120-S, 709, 990 and 1040s)
- Reviews required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelines
- Addresses questions on advanced technical accounting matters from team members and upper level client management
- Monitors that tasks are assigned and completed on a timely basis and reviews workflow
- Oversees Managers, Supervisors, Seniors and Staff coordinating the day-to-day duties of planning, tax work, and wrap-up
- Manages multiple assignments inside an engagement
- Communicates with Partner on work status and client issues that arise
- Conducts research, consults with team members, draws conclusions and prepares memos based on target issues
- Performs a detailed review of team's workflow and monitors that tasks are assigned and completed on a timely basis; supervises, trains and mentors staff
- Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel
- Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
- Identifies opportunities to leverage staff including designing staffing structure of engagement
- Attend industry related and firm professional development and networking events.
- Development of new business opportunities
- Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements
- Bachelor’s degree in Accounting
- CPA license (preferably CT)
- 9 years’ of relevant work and industry experience within Private Client Services/Family Office tax
- Prior experience managing engagements and clients
- Formal mentoring relationships with all levels of staff
- Ability to work independently, but also work well with others
- This is not a remote position. Required to be in the office a minimum of 3 days per week.
- Master’s degree in Accounting or Taxation
- 7 years’ supervisory experience
- Software Experience – Archway, CCH ProSystem, Microsoft Office 365
Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
