Tax Manager / Director – Private Client Services (cpa firm) - hybrid

• Active CPA license or EA certification required.
• 7+ years of progressive tax experience in public accounting required.
• Strong technical knowledge of individual, partnership, s-corporation, trusts, gift taxation and investment partnerships.
• Experience with multi-entity and multi-state taxation issues.
• Proven leadership skills with the ability to manage multiple priorities and mentor team members.

Serve as the primary point of contact for our clients.

• Review complex federal, state, and local tax returns, including:
  - 1040 (individual)
  -  1041 (trusts and estates)
  -  1065 and 1120-S related to practice partnerships and S corporations
  -   709 (gift tax)
  -   Related entities such as management companies, holding companies, and investment partnerships
   - Experience with foreign related tax return
• Advise on matters relevant to clients, such as:
  - multi-state income issues
  - retirement plan strategies
  - buy-in/buy-out structures
  - partner compensation models
  - K-1 allocation issues
  - entity structuring and conversion strategies
• Conduct tax research and prepare technical memoranda on complex issues.