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Tax Manager - Family Office Group

Company: CPA Recruiter Online
Location: New York
Posted on: February 25, 2021

Job Description:

CPA Firm seeking a Tax Manager for its Family Office Group Job Description Responsibilities:

  • Supervise, direct a team members performing duties for the client.
  • Review income tax returns for corporations, partnerships, individuals, foundations, not-for-profit organizations.
  • Accounting for small businesses, including journal entries, bank reconciliations, and period-end adjustments (cash/accrual)
  • Prepare or review and analyze financial statements (both cash and accrual basis)
  • Prepare or review and analyze business plans, forecasts, projections and budgets
  • Independently manage client relationships, including tax planning, estate planning, and risk management. Role includes extensive interaction with clients via phone, email, and meetings.
  • Complete special client projects of a complex nature. Qualifications Requirements:
    • CPA
    • 5 years experience in a Family Office Group
    • Strong tax knowledge, an understanding of estate planning, and personal financial planning experience is a plus
    • Ability to prepare and analyze financial statements Additional Information All your information will be kept confidential according to EEO guidelines.

Keywords: CPA Recruiter Online, New York , Tax Manager - Family Office Group, Accounting, Auditing , New York, New York

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