Tax Director- PCS/ ITax

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.

We’re hiring for a Tax Director – Private Client Services (PCS) within our International Tax Services group within the New York City metro region. The Private Client Services (PCS) Tax Practice focuses on tax business planning, advisory & compliance services for business owners, wealthy individuals, and other high earning or high net worth individual clients. This role and function would focus on the taxation of individuals, gifts, trusts, and closely held entities.

Essential Functions And Primary Duties

• Demonstrates thorough technical knowledge of relevant accounting standards and tax 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
• Performs detailed reviews and technical reviews of Forms 1040, 3520, and related individual tax reporting Forms and Schedules
• 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, Seniors, and Staff coordinating the day-to-day duties of planning, tax work, and wrap-up
• Manages multiple assignments inside an engagement
• Communicates with Team and and/or 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
• Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements
  
  

Minimum Qualifications

• CPA license
• 9 years’ of relevant work and industry experience within ITS-PCS or 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
  
  

Preferred Qualifications

• Master’s degree in Accounting or Taxation
• 4 years’ supervisory experience
• Software Experience – CCH ProSystem, CCH Axcess, Microsoft Office 365
  
  

The annual salary target for this job in this market is $200,000-$250,000. The specific compensation for this role will be determined based on 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, 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 and much more.

For more information about the position, please send an email to mark.angelone@marcumllp.com with "Tax Director- PCS ITax" in the Subject Line, or use the link to apply directly to the role

Equal Opportunity Employer

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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