Tax Partner

3 days ago


New York, New York, United States Marcum Search Full time
Tax Partner Job Description

Marcum Search LLC, the National Recruiting Division of Marcum LLP, is seeking a highly skilled Tax Partner to join our Estate & Trust division.

Key Responsibilities:

  • Lead and manage multiple tax engagements simultaneously, delivering top-quality tax research, planning, and compliance services to a portfolio of clients.
  • Develop and implement strategies, and draft memoranda on complex tax issues.
  • Build new and existing client relationships through in-depth understanding of client business and cross-selling other viable professional resources.
  • Generate new business revenue streams annually from both new and existing clients.
  • Represent the Firm by presenting on areas of expertise at internal and 3rd party-sponsored events.
  • Efficiently attract, hire, mentor, and manage employees, and develop best practices regarding direct interactions with clients.
  • Provide staff with engagement reviews, and identify areas of success and/or areas in need of improvement.
  • Maintain required annual CPEs.
  • Participate in firm-sponsored activities.
  • Develop staff by taking an active role in the Firm's learning and development activities.

Qualifications:

  • Trust, Estate, and Tax Planning Expertise.
  • Licensed CPA with 10+ years of relevant experience.
  • Ability to articulately communicate tax and technical accounting data to non-tax professionals.
  • Tax and Business Advisory skills related to Estate, Trust, Gifting, Generational Wealth Transfer, etc.
  • Decisively identify and execute solutions to complex Tax issues.
  • Thorough understanding of complex technical issues, and provide Quality Control oversight of Financial & Tax compliance standards.
  • Advanced knowledge of Tax Law.

Compensation:

Compensation will range $275k-325k+B.

Marcum Search LLC offers premier professional recruiting services, with a customized process that allows us to better understand the specific needs and objectives of clients and candidates alike.



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