What are the responsibilities and job description for the Tax Manager position at Mercadien?
Are you ready to elevate your career with a leading accounting and advisory firm that values innovation and excellence? At Mercadien, we are committed to delivering exceptional service to our clients while fostering a supportive and dynamic work environment for our team. We are seeking a highly motivated and experienced Tax Manager to join our Individual Services team, with a specialized focus on trusts and estates. The Tax Manager will oversee a diverse portfolio of clients, including high-net-worth individuals, ensuring compliance with federal, state, and local tax regulations, and providing strategic tax planning and consulting services. This role requires a deep understanding of tax laws related to trusts and estates, excellent client service skills, and the ability to lead and mentor a team of tax professionals.
Responsibilities
- Trusts and Estates Management: Manage and review complex tax returns specifically for trusts, estates, and high-net-worth individuals, ensuring all filings comply with federal, state, and local tax regulations.
- Tax Compliance: Ensure timely and accurate filing of all tax returns related to trusts and estates, as well as individual, corporate, and partnership tax returns.
- Strategic Tax Planning: Provide sophisticated tax planning and consulting services to clients, developing strategies to minimize tax liabilities for trusts, estates, and beneficiaries.
- Tax Research: Conduct thorough tax research and stay updated on new tax laws and regulations.
- Client Relationship Management: Develop and maintain strong client relationships, serving as the primary point of contact for all tax-related matters concerning trusts and estates.
- Team Leadership: Supervise, train, and mentor junior tax staff, fostering a collaborative and supportive work environment.
Requirements
- Bachelor’s degree in accounting
- Must hold CPA or EA
- 7 years of public experience
- Excellent interpersonal and client relationship skills
- Ability to be flexible and adapt to a unique client needs driven practice
- Strong proficiency with Microsoft Office and other computer software applications
- Ability to perform several tasks concurrently with ease and professionalism
- Must be able to communicate clearly both verbally and in written format. A strong command of the English language and grammar is necessary
Benefits
- Work where you work best hybrid policy
- Flexible scheduling and work location
- Highly competitive salaries and bonus programs
- Medical, dental, life, and long-term disability insurance
- Competitive 401K match
- Paid holidays, vacation and sick time
- Casual dress code: dress for your day
- Mentorship and training opportunities
- Internal committees and clubs
- Various social gatherings & events
- Strong focus on the Mercadien community
- Cutting edge technology
Location
3625 Quakerbridge Road
Hamilton, NJ 08619
Mercadien is a leading and growing regional accounting and advisory firm with partners and staff that believe our best work starts with our people. When you come on board, you become a part of our community and extended family. We’re entrepreneurs at heart; passionate about creating opportunities, innovating inside and outside of our business, achieving work/life integration, helping our employees reach their potential, and having fun!
Our core values: Integrity, excellence, responsibility, creativity, and respect are the foundation of our firm. They inform and guide us in everything we do and fuel our client work and relationships. We are a teamwork-focused firm and support each other professionally and personally. We’re collaborative by nature and enjoy being actively involved in our communities. Driven by integrity and social responsibility, our associates serve more than 100 civic and charitable organizations, as individuals and through the Mercadien Foundation. At Mercadien, the opportunities are endless.
To all recruitment agencies: The Mercadien Group does not accept unsolicited agency resumes. Please do not forward resumes to our job alias, Mercadien associates or any other company location. The Mercadien Group is not responsible for any fees related to unsolicited resumes.
- This employer participates in E-Verify. Mercadien will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS) with information from each new employee's Form I-9 to confirm work authorization. If the government cannot confirm that you are work authorized, Mercadien is required to provide you written instructions and an opportunity to contact SSA and/or DHS before taking adverse action against you, including terminating your employment.
