Tax PCS Manager

2 weeks ago

Fort Lauderdale, United States Marcum LLP Full time

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.

About the Position:

This position is located in the Fort Lauderdale office. The right candidate will be willing and able to travel 25% of the time to Tampa, West Palm Beach and Miami. We are looking for a high-energy, experienced professional with strong interpersonal skills. Someone who is a quick learner; flexible with exceptional organizational skills, precision and the ability to self-review Responsible for managing, planning and reviewing engagements; supervising staff, interacting with clients, tax preparation and review, and ensuring the completion of all engagements for clients in various industries.


Responsibilities:

  • 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 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 Seniors and Staff 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

  • Manage day-to-day with multiple client accounts, performing various tasks ranging from bookkeeping to lifestyle management

  • Accounts payable processing including wires, ACH payments, and checks related to capital calls/distributions, real estate/household income/disbursements, loan payments, trust distributions, annuity payments, and bank account reconciliations

  • Liaise with clients and their advisors, including banking, investment, insurance advisors and legal counsel

  • Willingness to accommodate clients' fluid, demanding needs

  • Assist with long-term financial planning for clients, including the preparation of budgets, net worth statements and cash flow statements

  • Review and maintain tax records to facilitate tax return preparation for various individual, family partnerships, LLC's, trusts, and charitable entities

  • Oversee and manage current and/or recurring payment calendars

  • Administration of payroll for domestic and business employees, including coordination of benefits such as 401(k) and medical

  • Maintain accurate documentation in accordance with records retention policies and procedures

  • Assist with year-end 1099 reporting

  • Handling special projects, as needed

  • Keep up to date on industry laws and regulations

Requirements:

  • Bachelors of Accounting required

  • CPA required

  • 7+ years' experience in a similar role

  • 4+ years' supervisory experience preferred

  • Prior experience managing engagements and clients

  • Ability to work independently, but also work well with others

  • Experience with Quickbooks

  • Experience with ProSystem Tax and ProSystem Engagement a plus

  • 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

#LI-NM1

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 hereto learn more.

  • IT PC Deployment Technician

    2 weeks ago

    Lauderdale, United States TEKsystems Careers Full time

    Description: We are looking for techs that have experience swapping out devices, helping customers transition current files to new computers and possibly downloading applications. The team members need to be patient and have good customer service, along with great time management. The laptops may be difficult to locate within the facilities. Skills:...

  • Tax Manager

    2 weeks ago

    Fort Lauderdale, United States Citrin Cooperman Advisors LLC Full time

    Citrin Cooperman is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 1,800 employees in 18 U.S. and International offices. This year, we were rated one of the Top 50 Best Companies to work for according to Vault.com. We are always looking for new team members who bring a fresh perspective,...

  • Tax Manager

    2 days ago

    Fort Lauderdale, Florida, United States KPMG Full time

    About the RoleKPMG is seeking a highly skilled Tax Manager to join our State and Local Tax (SALT) practice. As a Tax Manager, you will play a key role in providing tax compliance and consulting services to our clients.Key ResponsibilitiesParticipate in compliance and consulting projects for multi-state alternative investment clients, including hedge funds,...

  • Tax Manager

    1 month ago

    Fort Lauderdale, United States CATSearch HR Consultancy Inc. Full time

    Job DescriptionJob DescriptionKey Responsibilities:Act as a trusted advisor, addressing client issues and offering solutions.Oversee tax process planning, budgeting, staffing, and time management.Handle billing, manage out-of-scope activities, and ensure timely collections.Manage client relationships and expectations, ensuring compliance and minimizing tax...

  • Tax Manager

    3 months ago

    Fort Lauderdale, United States KSDT CPA Full time

    Job DescriptionJob DescriptionSalary: Tax Manager How are we one of Forbes best Accounting and Tax Firms in America one of the South Florida Business Journal’s Best Places to Work? The secret sauce is that we have a fun and creative environment, a dash of crazy, zero politics and true work life balance. We seek highly motivated individuals who not only...

  • Tax Manager

    3 months ago

    Fort Lauderdale, United States KSDT CPA Full time

    Job DescriptionJob DescriptionSalary: Tax Manager How are we one of Forbes best Accounting and Tax Firms in America one of the South Florida Business Journal’s Best Places to Work? The secret sauce is that we have a fun and creative environment, a dash of crazy, zero politics and true work life balance. We seek highly motivated individuals who not only...

  • Tax Manager

    2 weeks ago

    Fort Lauderdale, United States Top Tier Reps LLC Full time $115,000 - $165,000

    Job DescriptionJob DescriptionOur client is seeking a motivated tax professional to become a key member of our team. Applicants must be capable of working independently in a fast-paced environment with tight deadlines.Position Responsibilities:Client Advisory: Serve as a trusted advisor, demonstrating knowledge of industry trends, identifying client issues,...

  • Tax Manager

    2 weeks ago

    Fort Lauderdale, United States Top Tier Reps LLC Full time

    Our client is seeking a motivated tax professional to become a key member of our team. Applicants must be capable of working independently in a fast-paced environment with tight deadlines. Position Responsibilities: Client Advisory: Serve as a trusted advisor, demonstrating knowledge of industry trends, identifying client issues, and proactively...

  • Tax Manager

    2 months ago

    Fort Lauderdale, United States Top Tier Reps LLC Full time

    Job DescriptionJob DescriptionOur client is seeking a motivated tax professional to become a key member of our team. Applicants must be capable of working independently in a fast-paced environment with tight deadlines.Position Responsibilities:Client Advisory: Serve as a trusted advisor, demonstrating knowledge of industry trends, identifying client issues,...

  • Tax Senior Manager

    2 weeks ago

    Fort Lauderdale, United States EisnerAmper Full time

    Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...

  • Tax Manager

    3 months ago

    Fort Lauderdale, United States R & T Services Group LLC Full time

    Job DescriptionJob DescriptionTax Manager PositionWe are looking for a tax professional to join our team! Applicants must be eager to independently work in a fast-paced environment under tight deadlines. This position is responsible for growing the Tax practice by providing practical tax advice to clients, building relationships with existing clients and...

  • Tax Manager

    2 weeks ago

    Fort Lauderdale, United States Care Dynamics, LLC Full time $165,000

    Job DescriptionJob DescriptionTax ManagerAbout the job We are a recruitment agency specializing in delivering customized solutions to our diverse portfolio of clients. Our focus is on innovation and excellence, and we are excited to announce an opportunity with one of our clients, a leading accounting firm based in Fort Lauderdale, FL. This firm, founded in...

  • Tax Manager

    2 months ago

    Fort Lauderdale, United States Care Dynamics, LLC Full time

    Job DescriptionJob DescriptionTax ManagerAbout the job We are a recruitment agency specializing in delivering customized solutions to our diverse portfolio of clients. Our focus is on innovation and excellence, and we are excited to announce an opportunity with one of our clients, a leading accounting firm based in Fort Lauderdale, FL. This firm, founded in...

  • Tax Manager

    2 weeks ago

    Fort Lauderdale, United States My Franchise CPA's Full time $115,000 - $130,000

    Job DescriptionJob DescriptionTax Advisory ManagerDepartment: TaxLocation: RemoteSalary: $115-130k100% Remote | No Travel | Not another boring CPA firmAre you tired of completing another 1040? Guess what? So are we.Being paid to sit down for 12 hours straight to fill numbers in boxes is not motivating. So we’ve decided to flip the industry on itself and do...

  • Tax Manager

    4 days ago

    Fort Lauderdale, Florida, United States Top Tier Reps LLC Full time

    Job DescriptionTop Tier Reps LLC is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will play a key role in providing expert tax advice to our clients and ensuring compliance with all relevant tax laws and regulations.Key Responsibilities:Client Advisory: Serve as a trusted advisor to our clients, providing guidance on tax...

  • Tax Director

    2 weeks ago

    Fort Lauderdale, United States EisnerAmper Full time

    Job DescriptionTax Director- Private Client Services (PCS) At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from...

  • Senior Tax Manager

    2 weeks ago

    Fort Lauderdale, United States Creative Financial Staffing Full time

    Senior Tax Manager Relocation: Pinellas Park, Florida Hybrid Work ScheduleSalary range: $120 - 130k + 15% bonus About the Company and Opportunity: Very well known in the global distribution and manufacturing industry Premium quality goods and services Opportunity for Career Growth Great work environment Competitive benefits, healthcare plans, 401K match ...

  • International Tax Manager

    2 weeks ago

    Fort Lauderdale, United States Marcum LLP Full time

    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...

  • International Tax Manager

    4 days ago

    Fort Lauderdale, United States Marcum LLP Full time

    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...

  • Senior Tax Manager

    2 weeks ago

    Fort Lauderdale, Florida, United States RSM US LLP Full time

    RSM US LLP is a premier provider of professional services to the middle market worldwide, dedicated to instilling confidence in a world of change. Our mission is to empower our clients and our people to achieve their full potential. Our exceptional team is the cornerstone of our inclusive culture and talent experience, enabling us to be compelling to our...