Tax Manager | Family Office - CBIZ : Job Details

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.

CBIZ has been honored to be the recipient of several national recognitions for 2023:

* Best and Brightest Companies to Work for in the Nation

* Top Workplaces USA

* Top Workplaces - Financial Services Industry

* Best and Brightest Companies in Wellness

* Great Place to Work Certification

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions and Primary Duties

* Manage and liaise with clients, and their advisors, including banking, investment, insurance, etc.

* Day-to-day management of Family Office staff with regard to client work, ensuring all work is completed timely, efficiently, effectively, and thoroughly reviewed and processed

* Heavy review of checks, bank reconciliation reports, investment reporting, budgets, payroll tax returns, bank application forms, PFS, and various projects as needed

* Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, being proactive, and responsive

* Train and mentor lighter level associates

* Flexibility in schedule (able to work nights and weekends when necessary).

* Some travel within the Tri-state area required

* Assist with long-term financial planning for clients

* Review and maintain tax records to facilitate preparation of tax returns for various individual, family partnerships, LLC's, trusts and charitable entities.

* Monitor clients' tax compliance and tax status. Respond to IRS notices

* Review payments including wires, ACH payments, and checks for investment calls/subscriptions, redemptions, real

* estate/household income/disbursements, loan payments and trust distributions and annuity payments

* Assist in developing and implementing appropriate controls and procedures including systems and workflows

* Oversee and manage the calendar of current and/or recurring payments

* Partner with the Family Office Leader to build the infrastructure of the family office by improving technological resources

* Review and oversee administration of monthly payroll, including 401(k) and payroll for household staff

Preferred Qualifications

* Minimum 7+ years relative Family Office experience or accounting firm experience

* Superb communication skills (written and verbal)

* Outstanding leadership, mentoring, and interpersonal skills

* Able to problem solve and think both creatively and logically

* Knowledge of tax law is a plus

* Able to work alone or as part of a team in a fast-paced environment with emphasis on accuracy and timeliness

* Ability to work in-person from our Manhattan office

* Diplomatic, tactful and discrete concerning confidential information

* CPA Designation and/or other advanced degrees and certifications strongly preferred

* Proficient technology skills, including experience in Microsoft Office, QuickBooks, Adobe, Excel, Bill.Com, Hubdoc and Addepar or Archway

Minimum Qualifications Required

* Bachelor's degree

* 6 years of experience in public accounting or related field

* 3 years supervisory experience

* Must have active CPA or equivalent certification

* Ability to manage all aspects of client engagements

* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

* Must be able to travel based on client and business needs

* Proficient use of applicable technology

The annual salary target for this job in this market is $140,000 - $175,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.

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