Current jobs related to Staff - Tax/Family Office Services - New Haven - Marcum LLP
-
Tax Office Manager
5 days ago
New York, New York, United States Liberty Tax Service Full timeJob Title: Office SupervisorJob SummaryThe Office Supervisor is responsible for overseeing the day-to-day operations of individual tax preparation offices. This role requires strong leadership, decision-making, and problem-solving abilities to ensure efficient operations, maintain compliance, and deliver an exceptional customer experience.Key...
-
Tax Administrative Assistant
8 hours ago
New York, New York, United States LIC Tax & Accounting Services Full timeJob Title: Tax Administrative AssistantLIC Tax & Accounting Services is a family-owned tax and accounting firm that provides services to various industries. We are seeking a highly organized and detail-oriented Tax Administrative Assistant to join our team.Job Summary:The Tax Administrative Assistant will provide administrative support to our tax team,...
-
Tax Administration Specialist
1 week ago
New York, New York, United States LIC Tax & Accounting Services Full timeAbout LIC Tax & Accounting ServicesWe are a family-owned tax and accounting firm dedicated to helping business owners achieve financial freedom. Our mission is to provide exceptional accounting services, automate our clients' systems, and empower them to profit more with less work.Job DescriptionWe are seeking a highly organized and detail-oriented Tax...
-
Senior Tax Manager
2 weeks ago
New York, New York, United States Andersen Tax Full timeAbout the RoleWe are seeking a highly skilled Senior Tax Manager to join our Private Client Services (PCS) practice at Andersen Tax. As a Senior Tax Manager, you will play a key role in overseeing multiple engagement teams for a wide range of sophisticated clients, including high net worth individuals, family offices, and owner-operated businesses.Key...
-
Tax Senior Manager
1 week ago
New York, New York, United States Andersen Tax Full timeAbout the RoleAs a Tax Senior Manager in our Private Client Services (PCS) practice, you will oversee multiple engagement teams for a wide range of sophisticated clients, including high net worth individuals, family offices, and private wealth management firms.Key ResponsibilitiesEngage in business development activities, including preparing proposals and...
-
Senior Tax Consultant at Family Office
3 weeks ago
New York, New York, United States Atlas Search Full timeExciting Opportunity for a Tax Manager at Atlas SearchAtlas Search is seeking a dedicated Tax Manager to oversee tax compliance and strategy for a distinguished family office. This role is pivotal in ensuring that our clients' tax obligations are met while optimizing their financial strategies.Tax Compliance Leadership: Oversee the preparation of tax returns...
-
Manager, National Tax Office
2 weeks ago
New York, United States Alvarez & Marsal Tax, LLC Full timeDescription Manager, National Tax Office A&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The...
-
Supervisor - Family Services
5 days ago
South Haven, Kansas, United States TFI Family Services, Inc. Full timeAbout the RoleWe are seeking a highly skilled and compassionate Supervisor to join our Permanency team at TFI Family Services, Inc.As a Supervisor, you will oversee case managers and support workers who work with children and families to ensure they receive the necessary supports and services to thrive.Key ResponsibilitiesOversee case managers and support...
-
Supervisor - Family Services
6 days ago
South Haven, Kansas, United States TFI Family Services, Inc. Full timeAbout the RoleWe are seeking a highly skilled and compassionate Supervisor to join our Permanency team at TFI Family Services, Inc.As a Supervisor, you will oversee case managers and support workers who work with children and families to ensure they receive the necessary supports and services to thrive.Key ResponsibilitiesOversee case managers and support...
-
Tax Operations Manager
3 weeks ago
New York, New York, United States Liberty Tax Service Full timeJob Title: Tax Operations ManagerJob Summary:The Tax Operations Manager is responsible for overseeing the day-to-day operations of individual tax preparation offices. Reporting to the District Manager, the Tax Operations Manager is responsible for ensuring efficient operations, maintaining compliance, and delivering an exceptional customer...
-
Supervisor - Family Services
6 days ago
South Haven, Kansas, United States TFI Family Services, Inc. Full timeAbout the RoleWe are seeking a highly skilled and compassionate Supervisor to join our Permanency team at TFI Family Services, Inc.As a Supervisor, you will oversee case managers and support workers who work with children and families to ensure they receive the necessary supports and services to thrive.Key ResponsibilitiesOversee case managers and support...
-
Supervisor - Family Services
6 days ago
South Haven, Kansas, United States TFI Family Services, Inc. Full timeAbout the RoleWe are seeking a highly skilled and compassionate Supervisor to join our Permanency team at TFI Family Services, Inc.As a Supervisor, you will oversee case managers and support workers who work with children and families to ensure they receive the necessary supports and services to thrive.ResponsibilitiesOversee case managers and support...
-
Supervisor - Family Services
6 days ago
South Haven, Kansas, United States TFI Family Services, Inc. Full timeAbout the RoleWe are seeking a highly skilled and compassionate Supervisor to join our Permanency team at TFI Family Services, Inc.As a Supervisor, you will oversee case managers and support workers who work with children and families to ensure they receive the necessary supports and services to thrive.Key ResponsibilitiesOversee case managers and support...
-
Senior Tax Manager
6 days ago
New York, New York, United States Andersen Tax Full timeAbout Andersen TaxAt Andersen Tax, we're a trailblazing force in the world of Tax, Valuation, and Business Advisory. With the most extensive global presence among professional services organizations, we offer a thrilling expedition into the world of tax and business expertise.The RoleWe're seeking a Senior Tax Manager to oversee multiple engagement teams for...
-
Supervisor - Family Services
4 days ago
South Haven, Kansas, United States TFI Family Services, Inc. Full timeAbout the RoleWe are seeking a highly skilled and compassionate Supervisor to join our Permanency team at TFI Family Services, Inc.As a Supervisor, you will oversee case managers and support workers who work with children and families to ensure they receive the necessary supports and services to thrive.Key ResponsibilitiesOversee case managers and support...
-
Supervisor - Family Services
6 days ago
South Haven, Kansas, United States TFI Family Services, Inc. Full timeAbout the RoleWe are seeking a highly skilled and compassionate Supervisor to join our Permanency team at TFI Family Services, Inc.As a Supervisor, you will oversee case managers and support workers who work with children and families to ensure they receive the necessary supports and services to thrive.Key ResponsibilitiesOversee case managers and support...
-
Supervisor - Family Services
6 days ago
South Haven, Kansas, United States TFI Family Services, Inc. Full timeAbout the RoleWe are seeking a highly skilled and compassionate Supervisor to join our Permanency team at TFI Family Services, Inc.As a Supervisor, you will oversee case managers and support workers who work with children and families to ensure they receive the necessary supports and services to thrive.Key ResponsibilitiesOversee case managers and support...
-
Supervisor - Family Services
6 days ago
South Haven, Kansas, United States TFI Family Services, Inc. Full timeAbout the RoleWe are seeking a highly skilled and compassionate Supervisor to join our Permanency team at TFI Family Services, Inc.As a Supervisor, you will oversee case managers and support workers who work with children and families to ensure they receive the necessary supports and services to thrive.Key ResponsibilitiesOversee case managers and support...
-
Supervisor - Family Services
6 days ago
South Haven, Kansas, United States TFI Family Services, Inc. Full timeAbout the RoleWe are seeking a highly skilled and compassionate Supervisor to join our Permanency team at TFI Family Services, Inc.As a Supervisor, you will oversee case managers and support workers who work with children and families to ensure they receive the necessary supports and services to thrive.Key ResponsibilitiesOversee case managers and support...
-
Supervisor - Family Services
6 days ago
South Haven, Kansas, United States TFI Family Services, Inc. Full timeAbout the RoleWe are seeking a highly skilled and compassionate Supervisor to join our Permanency team at TFI Family Services, Inc.As a Supervisor, you will oversee case managers and support workers who work with children and families to ensure they receive the necessary supports and services to thrive.Key ResponsibilitiesOversee case managers and support...
Staff - Tax/Family Office Services
3 months ago
Marcum LLP offers a great career with exceptional benefits.
There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.
At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.
Staff - Tax/Family Office Services
Marcum LLP is seeking an experienced Staff Associate who has solid accounting & bookkeeping experience for the Tax/Family Office Services division in our or New Haven, CT office. Knowledge of fiduciary accounting a plus. This position requires a high-energy, experienced professional with strong interpersonal skills.
Our growing practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.
Job Description
* Record monthly investment activity from brokers: dividends, interest, purchases and sales of marketable securities and other various investment activities.
* Ability to grasp concepts quickly and demonstrate knowledge of basic technical skills, as well as related knowledge of necessary systems and procedures.
* Assist in performing bookkeeping services for clients, preparing work papers, trial balances, depreciation schedules, entering data for computer applications, and preparing engagement correspondence.
* Completing month-end work, including reconciliation of broker bank accounts and posting cash receipts and disbursements.
* Prepare federal and state individual, trusts and estates, and partnership returns, including exercising professional judgment with respect to issue identification to develop solutions to tax issues in returns.
* Research tax issues and legislation.
* Provide and maintain proper documentation to support tax return calculations.
Minimum Qualifications
* 7+ years bookkeeping experience.
* Bachelor's degree from an accredited university
* Proficient technology skills, including experience with Microsoft Office Suite, QuickBooks online. .
* Superb communication skills (written and verbal) and interpersonal skills.
* Ability to work alone or as part of a team in a fast-paced environment with an emphasis on accuracy and timeliness.
* Ability to problem solve and think both creatively and logically.
* Polished, professional image with an ease to liaise with clients.
* Must display a high sense of integrity, ethics and values.
* Possess superior organizational skills
Preferred Qualifications
* Bachelor's Degree concentration in finance or accounting is a plus
* CPA and or other advanced degrees or certifications preferred
* Prior experience with Bill.com, Hubdoc, Adapar, Archway is a plus.
* Prior experience in public accounting
#LI-RP1
Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
Are you a search or recruiting firm interested in becoming a preferred recruitment agency? Click here to learn more.
