Tax Senior - Private Client Services

Description

:

Tax Senior - Private Client Services

Mazars USA is hiring - If you are looking for a career where you can truly have a say , make an impact , and be valued , Mazars is the right place for you!

Our Tax practice seeks an experienced and accomplished tax professional with strong technical skills, leadership capabilities, and experience in providing sophisticated tax planning, consulting and compliance services tailored exclusively to high-net-worth individuals, closely held business owners, and their families, to join our Private Client Services (PCS) Tax team as a Tax Senior. The PCS Tax team provides highly personalized tax and financial planning services to our clients to aid in building, protecting and preserving their wealth and to meet their financial goals.

This is a national practice. The preferred location for this position is the New York area offices. However, the position can take place in any Mazars office with a U.S. location. We also offer flexible work hours and locations: in office and hybrid.

What You Will Do:

• Prepare and review high-net worth and ultra-high net worth individual (1040) income tax returns, gift tax returns (709), trusts/estates (1041), private foundations (990-PF), and some experience in entity returns (1065/1120S) that are often see as part of a family group
• Collaborate on engagement assignments with tax staff in order to achieve goals, maintain productivity, and maximize utilization and realization
• Review the work product of less experienced tax staff on assigned engagements and routinely follow up on open assignments
• Keep supervisor informed of the progress of engagement and address any material issues that may arise
• Conduct tax research using RIA Checkpoint, BNA Bloomberg, and other applicable platforms
• Communicate on behalf of clients with the IRS, state and local authorities
• Develop and maintain superior client relationships in the PCS client niche

What We Seek:

• Years of experience required: 3+ years of relevant tax experience at a CPA firm, a professional services firm, a tax consulting practice or a family office practice
• Education required: Bachelor of Science degree in Accounting or a Business-related field of study is required
• Certification required/preferred: CPA license, EA certification or pursuit of either designation is preferred
• Experience working with family-owned businesses, high net worth individuals and their families, and related wealth transfer issues
• Proficient with use of Microsoft Office Suite tools
• Preferred working knowledge of CCH Axcess, CCH Access Workflow (XCM), SurePrep, BNA Income Tax Planner and other tax preparation, workflow and research software programs
• Excellent interpersonal and communication skills (both oral and written)
• Excellent analytical and organizational skills
• Ability to travel to client locations as needed
• Our firm does not anticipate hiring experienced or entry level job seekers who will need sponsorship through the H-1B lottery, now or in the future

Why Mazars:

• We offer a generous compensation package with discretionary bonus opportunities, paid time off and a 401K plan with a firm matching contribution
• The salary range for this role takes into account many factors including, but not limited to, years and type of experience, skill sets, and certifications. The projected salary range for this position is $76,000-174,000.
• We are committed to diversity, in all of its forms, in our workforce
• We are committed to work/life balance, offering a flexible “Dress for Your Day” dress code and summer Fridays “kickstart” program
• We are committed to the values inherent in making ESG (environmental, social and governance) a priority in everything we do -- to being a firm that’s responsible to our employees, clients, society and our planet
• Mazars offers a wide range of mentoring, training and professional development opportunities to support you in reaching your fullest potential
• We offer a graduate school support program and tuition reimbursement
• We offer international rotation opportunities with the Mazars Group of member firms in Europe, Asia Pacific, the Middle East, Africa, Latin America and the Caribbean