Tax Manager / Director – Private Client Services (cpa firm) - hybrid

Active CPA license or EA certification required.

7+ years of progressive tax experience in public accounting required.

Strong technical knowledge of individual, partnership, s-corporation, trusts, gift taxation and investment partnerships.

Experience with multi-entity and multi-state taxation issues.

Proven leadership skills with the ability to manage multiple priorities and mentor team members.

• Key Responsibilities
• Serve as the primary point of contact for our clients.
• Review complex federal, state, and local tax returns, including:
• 1040 (individual)
• 1041 (trusts and estates)
• 1065 and 1120-S related to practice partnerships and S corporations
• 709 (gift tax)
• Related entities such as management companies, holding companies, and investment partnerships
• Experience with foreign related tax return
• Advise on matters relevant to clients, such as:
• multi-state income issues
• retirement plan strategies
• buy-in/buy-out structures
• partner compensation models
• K-1 allocation issues
• entity structuring and conversion strategies
• Conduct tax research and prepare technical memoranda on complex issues.
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