Supervise and help drive the success of multiple engagements in all facets of taxation. Perform initial review of complex tax returns for high net worth individual, corporate and partnership / LLC clients. Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner. Ensure complete client satisfacti

Review real estate partnership/corporate returns Manage compliance engagements, from budgeting to scheduling to managing staff Experience in working with REITs Perform research and draft memoranda on real estate issues Train and supervise staff, review and evaluate their work Make suggestions to help improve efficiencies, within department and on engagements Build new and

Generate work through current contacts and connections and actively engages with new contacts to bring in new work. Develops and strengthens long term relationships with senior client management, manages client expectations, and ensures client satisfaction. Establishes work plan for each client assignment including assigning tasks and responsibilities and ensures completi

Generate work through current contacts and connections and actively engages with new contacts to bring in new work. Develops and strengthens long term relationships with senior client management, manages client expectations, and ensures client satisfaction. Establishes work plan for each client assignment including assigning tasks and responsibilities and ensures completi

Coordinate various planning phases of engagements and ensure work is on schedule. Generate budgets. Maintain profitable realization rates. Review and evaluate work papers, and determine compliance with professional standards and firm policy. Review reports and financial statements. Review with the engagement partner significant findings that raise questions involving audi

Trains and supervises staff auditors Prepares all planning for engagements, including reviewing PBC lists, preliminary financial statements, engagement budgets and client board notes; participates in the planning meetings prior to fieldwork with Staff, Managers and Partners Manages fieldwork and reviews reports Monitors budgets on a daily basis in the field and communicat

Supervise and help drive the success of multiple engagements in all facets of taxation. Perform initial review of complex tax returns for high net worth individual, corporate and partnership / LLC clients. Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner. Ensure complete client satisfacti

Record monthly investment activity from brokers dividends, interest, purchases and sales of marketable securities and other various investment activities. Ability to grasp concepts quickly and demonstrate knowledge of basic technical skills, as well as related knowledge of necessary systems and procedures. Assist in performing bookkeeping services for clients, preparing w

Manage and liaise with clients and their advisors to ensure complete client satisfaction. Day to day management of Family Office staff to ensure work is completed timely and efficiently Review incoming/outgoing checks and wires for household, investments, and related entities. Review of reports including bank reconciliations, investments, budgets, payroll tax, PFS, and lo

Conduct Post mortem planning, including use of disclaimers, redemption of shares of closely held businesses, and allocation of generation skipping transfer tax exemption. Work with attorneys, executors and beneficiaries to minimize estate tax and income tax. Develop and design of estate plans to reduce estate and/or gift tax and maximize family wealth. Develop family gift

Develop close working relationships with management throughout all areas of the group Ensure that transactions are accounted for in accordance with established company policies and in accordance with US Generally Accepted Accounting Principles Assist in monthly/quarterly/annual close and preparation of relevant work papers Regional and local travel to client locations and

Be familiar with Firm's procedures, forms and online research tools. Become proficient with firm software including ProSystem fx Engagement and IDEA. Responsible for monitoring actual time versus budgeted time for areas of responsibility. Work with clients and other team members to ensure information is delivered/received in a timely manner to complete the engagement whil

Assist legal counsel and their clients in preparation for dispute resolution by analyzing and preparing expert reports and testimony Manage client relationships throughout the process encompassing overall planning, budgeting, billings and collections Manage subordinate efforts train and develop employees in all aspects, provide leadership, direction and meaningful feedbac

Coordinate various planning phases of engagements and ensure work is on schedule Generate budgets Maintain profitable realization rates Review and evaluate work papers, and determine compliance with professional standards and firm policy Review reports and financial statements Review with the engagement partner significant findings that raise questions involving auditing

The Tax Director is responsible for the delivery of a full range of tax services for multiple clients in a wide variety of industries. Responsibilities include interacting closely with clients to provide innovative planning, consulting and compliance expertise; developing and managing staff; working closely with partners and staff on client management, practice developmen