Tax Professional

4 days ago


New York, New York, United States Mazars Full time
Job Opportunity: Tax Senior - Private Client Services

Mazars USA LLP is seeking an experienced Tax Senior to join our Private Client Services (PCS) Tax team. As a Tax Senior, you will play a key role in providing sophisticated tax planning, consulting, and compliance services to high-net-worth individuals, closely held business owners, and their families.

Key Responsibilities:
  • Prepare and review high-net worth and ultra-high net worth individual income tax returns, gift tax returns, trusts/estates, and private foundations.
  • Collaborate with tax staff to achieve goals, maintain productivity, and maximize utilization and realization.
  • Review the work product of less experienced tax staff and follow up on open assignments.
  • Conduct tax research using RIA Checkpoint, BNA Bloomberg, and other applicable platforms.
  • Communicate with clients and authorities on their behalf.
Requirements:
  • 3+ years of relevant tax experience at a CPA firm, professional services firm, tax consulting practice, or family office practice.
  • Bachelor of Science degree in Accounting or a Business-related field of study.
  • CPA license, EA certification, or pursuit of either designation preferred.
  • Experience working with family-owned businesses, high net worth individuals, and related wealth transfer issues.
  • Proficient with 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.
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 years and type of experience, skill sets, and certifications.
  • We are committed to diversity, work/life balance, and ESG (environmental, social, and governance) priorities.
  • Mazars offers a wide range of mentoring, training, and professional development opportunities.

Mazars USA LLP is an independent member firm of Mazars Group, an international audit, tax, and advisory organization with operations in nearly 100 countries and territories.


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