What are the responsibilities and job description for the Tax Manager - CPA Firm position at Whitman Transition Advisors Job Community?
Our client firm is seeking a Tax Manager with high-net-worth experience. The role is based in NYC Metro and Long Island with a hybrid schedule.
Requirements:
- The ideal candidate will have a minimum of 6 years of experience in public accounting.
- A CPA or EA certification is required.
Candidates should be prepared to meet challenging client requirements, provide value-added services, and possess strong communication (both oral and written), interpersonal, and analytical skills.
Responsibilities Include:
- Focus on the technical review of individual (including HNWI) tax returns with strong knowledge of trust and estate returns; experience with corporate and partnership tax returns is a plus. Supervise the preparation of tax returns.
- Develop strong client relationships and maintain steady contact with assigned clients throughout the business year.
- Monitor the progress of work in relation to budgeted time and scheduled completion dates.
- Keep the Partner informed on a timely basis regarding important engagement developments, including major issues that arise, conclusions, and recommendations.
- Work directly with the client’s attorneys, taxing agents, and other third parties. Assist/participate in practice development and firm management.
- Network to develop contacts and cultivate relationships.
- Develop and evaluate staff, addressing performance issues and concerns as needed.
- Mentor and motivate staff; guide staff on career and professional development.
Salary : $120,000 - $160,000
