HNW Tax Supervisor/Manager

Prager Metis CPAs LLC; New York (NY); Presencial; USD 120.000 - 160.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible work arrangements (Remote/WFH

Hybrid on select roles

Competitive base salaries

Paid time off, Sick Time, & Holidays

Medical, Dental, and Vision Insurance

Flex Spending Options: HRA, FSA, and/o

HSA

Access to Employee Wellness Programs

Summer Flexible Schedule

Employer contribution to 401(k) plan

CPA licensure support & Incentives

Descripción de la vacante

Prager Metis CPAs in New York seeks an experienced tax professional at supervision/manager level to oversee complex engagements for high-net-worth clients. You will manage planning, review, and delivery across individuals, trusts, estates, and multi-entity structures, with focus on accuracy and client service. Applicants in NY/NJ area preferred; U.S.

candidates welcome. Strong leadership, mentoring, and business development are part of the role, with competitive compensation and benefits.

Formación

• 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

Responsabilidades

• 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
• 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
• 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
• Delegate projects to staff and provide accounting and tax assistance
• Engage in consulting and special projects requested by Management and Clients
• Take direction from and report to the Partners of the tax department

Conocimientos

HNW tax experience

Tax planning & advisory

Review & compliance

Educación

Bachelor's or Master's Degree in Accounting

Descripción del empleo

Overview

At Prager Metis, we are people of integrity.

We commit to the highest standards of excellence: in our competence, professionalism, and our client service. We believe this leads to the achievement of personal, team, and organizational goals.

We leverage our unique talents and work in partnership with a team of accomplished professionals.

Our environment is flexible, transparent, and diverse.

Partners & Managers are engaged in mentoring, leading by example, and collaboration to support our career path choices.

At Prager Metis, we are part of something bigger.

For more information on Prager Metis's philanthropy .

In January of 2022, Prager Metis became the first CPA firm to set up shop in the Metaverse .

Qualified individuals will have the opportunity to join our employee friendly corporate culture, which offers excellent career growth opportunities and mobility.

Prager Metis offers:

• Flexible work arrangements (Remote/WFH/Hybrid on select roles)
• Competitive base salaries
• Paid time off, Sick Time, & Holidays
• Medical, Dental, and Vision Insurance
• Flex Spending Options: HRA, FSA, and/or HSA
• Access to Employee Wellness Programs
• Summer Flexible Schedule
• Employer contribution to 401(k) plan
• CPA licensure support & Incentives as well as other applicable certifications and licenses
• Make a Difference: Volunteer opportunities with charity partner organizations
• Follow Prager Metis CPAs on Social Media: LinkedIn Twitter Instagram Facebook YouTube

Responsibilities

• 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

Salary range for this position: $120K-160K

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

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Prager Metis CPAs is an equal opportunity employer. All applicants will be considered without regard age, race, color, sex, gender, pregnancy, gender identity or expression, religion, creed, national origin, marital status, ancestry, citizenship, military status, veteran status, employment status, sexual orientation, physical or mental disability, genetic predisposition or carrier status, domestic victim status, caregiver status or any other characteristic protected by law. Prager Metis also makes reasonable accommodations for qualified individuals with disabilities, in accordance with Americans With Disabilities Act