Tax Director I Private Client Services

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm thatyou'llstill be working with the same dedicated team and receiving the same high-quality serviceyou'vecome to rely on.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge andexpertisein accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clientsanticipatewhat'snext and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit,reviewand attest services, while CBIZ provides business consulting,taxand financial services. In certainjurisdictions, CBIZ CPAsoperatesunder itspreviousname, Mayer Hoffman McCann P.C.

We're hiring for a Tax Director - Private Client Services (PCS) for our New York City 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.

Essential Functions and Primary Duties

• Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
• Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
• Reviews tax procedures, engagement workpapers and financial statements without supervision
• Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm's documentation standards
• Advanced top level tax review of returns
• Reviews returns and disclosures for appropriateness in form, content, completeness, and accuracy
• Reviews required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelines
• Addresses questions on advanced technical accounting matters from team members and upper-level client management
• Monitors that tasks are assigned and completed on a timely basis and reviews workflow
• Oversee team members coordinating the day-to-day duties of planning, tax work, and wrap-up
• Manages multiple assignments inside an engagement
• Communicate with Partner on work status and client issues that arise
• Conducts research, consults with team members, draws conclusions and prepares memos based on target issues
• Perform a detailed review of team's workflow and monitor that tasks are assigned and completed on a timely basis
• Primary client contact and liaison for complex issues that staff are unable to resolve; communicate effectively with clients and develop positive relationships with client personnel
• Supervise, train and mentor tax team members
• Keep up to date on industry laws and regulations
• Prior experience managing engagements and clients
• Formal mentoring relationships with all levels of staff
• Ability to work independently, but also work well with others
• Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives
• Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements
• Advanced knowledge of a minimum of 1-2 industry areas which the firm services

Preferred Qualifications

• Bachelor of Accounting degree required
• CPA required
• 10+ years of relevant work and industry experience within Private Client Services/Family Office tax
• 5+ years' supervisory experience preferred
  

Minimum Qualifications

• Master's degree in accounting or taxation
• Experience with CCH Axcess Tax, GoFileRoom, SurePrep, BNA Tax, Microsoft Office 365 Suite
  

The annual salary target for this job in this market is $210,000 - $240,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.

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