What are the responsibilities and job description for the Tax Senior - Private Client Services (PCS) 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’re hiring for a Tax Senior – Private Client Services (PCS) for our Morristown, NJ office. The Private Client Services (PCS) Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families as well as multi-general wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundations, closely held entities and individual returns. Responsibilities include 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’re hiring for a Tax Senior – Private Client Services (PCS) for our Morristown, NJ office. The Private Client Services (PCS) Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families as well as multi-general wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundations, closely held entities and individual returns. Responsibilities include and are not limited to the following:
- Prepares intermediate to advanced level returns and reviews basic tax returns related to PCS clients
- Possesses advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas
- Addresses questions on technical accounting matters from team members and upper level client management
- Performs a detailed review of team’s workflow and monitors tasks to ensure they are assigned and completed on a timely basis
- Manages multiple assignments inside an engagement
- Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise
- Advanced knowledge of applicable accounting software (e.g. ProSystem Engagement, Tax, etc.)
- Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
- Identifies opportunities to leverage staff including designing staffing structure of engagement
- Leads small to medium sized assignments with finalized document and report requiring minimal change upon review
- Trains and mentors lower level staff
- Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives
- Bachelor’s degree with a preferred field in Accounting
- 3 years of relevant work and industry experience
- Excellent verbal and written communication skills
- Strong interpersonal skills
- Works independently and also works well with others
- CPA License or on track to obtain
- Master’s degree in Taxation or Accounting
- Software Experience - 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.
