高净值税务主管/经理
HNW Tax Supervisor/Manager
一家顶级全球会计与咨询公司
我们是一家全球排名前100的会计公司，在全球拥有25家办事处。我们为多样化的全球客户提供专业的审计、税务和咨询服务。加入我们的团队，获得一个灵活、协作且世界级的专业环境中的卓越职业机会。
接受主管或经理级别的候选人。
该职位将负责富裕个人、家庭及相关实体（个人、信托、遗产、赠与、合伙企业）的复杂税务项目，必须具有之前在审查与合规、税务规划与咨询、客户管理、监督与指导以及业务发展方面的高净值人士（HNW）经验。
优先考虑纽约/新泽西地区的申请人，但仅限美国境内的其他州申请人也欢迎申请。
- 从规划到交付全程监督税务项目，确保任务和项目按时完成并满足客户期望
- 深入了解客户的行业和业务
- 准备、审核和管理员工交付成果，包括税务申报表、延期申请、税务规划计算和所有实体类型的编制工作（C型公司、S型公司、合伙企业、多州等）
- 准备和审核个人及实体的复杂税务规划预测
- 管理和监控客户交付成果和截止日期
- 准备和审核企业实体的复杂美国及多州/国际所得税申报表，包括合并和非合并的C型公司、S型公司和合伙企业
- 进行复杂的税务研究并准备包含发现和结论的备忘录
- 代表客户与IRS和各州机构沟通并回应审计、查询和税务通知
- 将项目分配给能够高效处理的员工，并在需要时为员工提供会计和税务支持
- 直接与现有客户、同事、管理层和IRS代表就各种税务问题进行沟通
- 协助业务拓展工作，包括但不限于与潜在和现有客户会面、准备费用报价和提案，并评估客户的需求
- 掌握软件、流程和工作流的知识
- 协助新员工的培训以及持续的员工培训和职业指导
- 根据管理层和客户的要求参与咨询并完成特别项目
查看英文原文
Top-Tier Global Accounting & Advisory Firm
We are a Top 100 accounting firm with over 25 offices worldwide. We provide expert audit, tax, and advisory services to a diverse global clientele. Join our dynamic team for an exceptional career opportunity within a flexible, collaborative, and world-class professional environment.
Open to Supervisor or Manager level candidates.
This person will oversee complex tax engagements for wealthy individuals, families, and related entities (individual, trusts, estates, gift, partnerships) and must have previous HNW experience in review & compliance, tax planning & advisory, client management, supervision & mentoring, and practice development.
Applicants who are located in the NY/NJ area highly preferred though applicants outside of these states (U.S. only) are still encouraged to apply.
- Oversee tax engagements from planning to delivery, ensuring tasks and projects meet deadlines and client expectations
- Acquire a deep understanding of clients' industries and businesses
- Prepare, review, and manage staff deliverables including tax returns, extensions, tax planning calculations, and write-up work for all entity types (C-Corp, S-Corp, Partnership, multi-state, etc.)
- Prepare and review complex tax planning projections for individuals and entities
- Manage and monitor client deliverables and due dates
- Prepare and review complex U.S. and multi-state/international income tax returns for business entities, including consolidated and nonconsolidated C-corporations, S-Corporations, and Partnerships
- Conduct complex tax research and prepare memorandum outlining findings and conclusions
- Communicate with and respond to the IRS and state agencies on behalf of clients in connection with audits, inquiries, and tax notices
- Delegate projects to staff that can handle them most efficiently and provide accounting and tax assistance to staff as needed
- Communicate directly with existing clients, colleagues, management, and IRS representatives regarding various tax matters
- Assist with business development efforts, including but not limited to, meeting with prospective and existing clients, preparing fee quotes and proposals, and evaluating clients' needs
- Lead in knowledge of software, processes, and workflows
- Assist with employee training for new hires and ongoing employee training and career guidance
- Engage in consulting with and completing special projects as requested by/for Management and Clients
- Take direction from and report to the Partners of the tax department
Qualifications:
- CPA or EA
- Bachelor's or Master's Degree in Accounting
- 5-7+ years of experience in public accounting with exposure to individual, corporate and partnership taxation
Originally posted on Himalayas