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Tax Professional

2 months ago


Greenwich, Connecticut, United States Marcum LLP Full time

About Marcum LLP

Marcum LLP is a leading national accounting and advisory services firm with a strong presence in the tax industry. We are committed to delivering exceptional client service and providing a collaborative work environment that fosters growth and development.

Job Summary

We are seeking a highly skilled Tax Senior to join our team in our Greenwich, CT office. The successful candidate will have a strong background in tax planning, consulting, and compliance, with excellent interpersonal and supervisory skills.

Key Responsibilities

  • Client Service
    • Provide innovative tax planning, consulting, and compliance services to clients in a timely and effective manner.
    • Interact closely with clients to understand their tax needs and develop tailored solutions.
  • Engagement Management
    • Supervise and drive the success of multiple engagements, including high net worth, individual, and tax flow-through processes.
    • Ensure complete client satisfaction through open communication, managing deadlines, and proactively sharing tax strategies.
  • Team Collaboration
    • Work closely with Partners, Directors, and staff on client management, professional development, and business development activities.
    • Assist in the training and development of staff.
  • Professional Development
    • Attend professional development and continuing education sessions on a regular basis.

Requirements

  • Bachelor's or Master's degree in accounting required.
  • Masters in Taxation degree is a plus.
  • CPA certification or working towards certification required with 3+ years of tax experience.
  • Strong technical skills in tax preparation and review, tax compliance, agency correspondence, tax research, and flow-through.
  • Proficient knowledge of CCH Prosystems Fx and Microsoft Office.
  • Experience with GoFileroom and Sureprep is a plus.
  • Ability to problem-solve and think creatively and logically.
  • Ability to grasp concepts quickly and demonstrate knowledge of basic technical skills and related knowledge of necessary systems and procedures.
  • A demonstrated ability to self-direct and effectively organize, prioritize, and manage multiple engagements under tight deadlines.
  • Outstanding interpersonal skills to foster client and internal relationships.
  • Excellent analytical, organizational, and written/verbal communication skills.
  • Effective listening skills.
  • Ability to meet deadlines with accuracy.
  • This is not a remote position. Candidates must be able to work in the office a minimum of 3 days per week.

Equal Opportunity Employer

Marcum LLP is an Equal Opportunity Employer and 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.