Tax Director | Private Client Service

2 weeks ago

Morristown NJ United States CBIZ Full time

Status Category: Full-Time

Exempt/Non-Exempt: Exempt

Scheduled Hours Per Week: 40

Job Code: FS215TC

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 that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.

CBIZ has been honored to be the recipient of several national recognitions for 2023:

  • Best and Brightest Companies to Work for in the Nation
  • Top Workplaces USA
  • Top Workplaces - Financial Services Industry
  • Best and Brightest Companies in Wellness
  • Great Place to Work Certification

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, review and attest services, while CBIZ provides business consulting, tax and financial services.

Essential Functions and Primary Duties

We're hiring for a Private Client Services Director to support our Morristown, NJ office. Responsibilities include and are not limited to the following:

  • Review of general bookkeeping for individuals, trusts, investment entities, family partnerships, operating companies and foundations without supervision.
  • Review of monthly and quarterly financial statements including client reporting packages and ad-hoc reports. Familiarity with both cash basis and accrual basis financial reporting.
  • Has basic knowledge of alternative investment accounting and ability to record contributions, distributions, K-1 income etc.
  • Ability to reconcile/record capital statement activity.
  • Review of bill pay and related documentation. Assist and guide staff in the interaction with vendors and client as necessary when discrepancies arise.
  • Monitors that tasks are assigned and completed on a timely basis and reviews workflow by working directly with the staff and seniors.
  • Manages multiple assignments inside an engagement.
  • Communicates with Managing Director on work status and client issues that arise.
  • Leads small to medium sized engagements with finalized document and report requiring minimal change upon review.
  • Provide quality client service while maintaining the highest level of confidentiality.
  • Supervise, train and mentor staff.

Preferred Qualifications

  • Master's degree preferred in Accounting, Taxation or related field preferred.
  • Bachelor's degree in Accounting or a related field.
  • 10+ years' of relevant work and industry experience.
  • Strong attention to detail, organizational and communication skills.
  • Able to work independently and also work well with others.
  • Able to multi-task and prioritize deliverables to meet competing deadlines.
  • CPA License.
  • 5+ years' of supervisory experience in related field.
  • Software Experience - Microsoft Office 365 and QuickBooks.

Minimum Qualifications

  • Bachelor's degree required.
  • 8 years of experience in public accounting or related field.
  • 6 years of supervisory experience.
  • Must have active CPA or equivalent certification.
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
  • Proficient use of applicable technology.
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
  • Proven high level of business integrity, client service and leadership skills.
  • Must be able to travel based on client and business needs.
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