Abacus Group, LLC
Our client is a public accounting firm. They seek a Tax Supervisor to join their Private Client group in their Manhattan, NY office.
Responsibilities
Serve as the primary point of contact for high-net-worth clients and family offices
Prepare and review tax returns for individuals, family investment partnerships, trusts, etc.
Understand clients’ financial goals and objectives, providing personalized tax planning
Ensure full compliance with federal, state, and local tax laws and regulations
Analyze clients’ financial situations to identify tax-saving opportunities and minimize liabilities
Develop and implement comprehensive tax strategies to optimize clients’ financial positions
Supervise and mentor junior staff, providing technical guidance and fostering development
Work with partners and senior management to develop training programs for staff members
Review tax law changes, assessing the impact on clients and advising accordingly
Research complex tax issues and provide innovative solutions to clients
Requirements
Bachelor’s degree, MBA preferred
4+ years of tax experience
Familiar with HNW clients
Strong knowledge of tax laws and regulations
Excellent leadership and managerial experience
Advanced communication and interpersonal skills
CPA preferred
Skilled in Excel
Job ID #
66612
Tagged as: Hybrid Remote/Office
#J-18808-Ljbffr
Responsibilities
Serve as the primary point of contact for high-net-worth clients and family offices
Prepare and review tax returns for individuals, family investment partnerships, trusts, etc.
Understand clients’ financial goals and objectives, providing personalized tax planning
Ensure full compliance with federal, state, and local tax laws and regulations
Analyze clients’ financial situations to identify tax-saving opportunities and minimize liabilities
Develop and implement comprehensive tax strategies to optimize clients’ financial positions
Supervise and mentor junior staff, providing technical guidance and fostering development
Work with partners and senior management to develop training programs for staff members
Review tax law changes, assessing the impact on clients and advising accordingly
Research complex tax issues and provide innovative solutions to clients
Requirements
Bachelor’s degree, MBA preferred
4+ years of tax experience
Familiar with HNW clients
Strong knowledge of tax laws and regulations
Excellent leadership and managerial experience
Advanced communication and interpersonal skills
CPA preferred
Skilled in Excel
Job ID #
66612
Tagged as: Hybrid Remote/Office
#J-18808-Ljbffr