HNW Tax Supervisor/Manager

Prager Metis International; New York (NY); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Flexible work arrangements

Competitive base salaries

Paid time off and holidays

Medical, Dental, and Vision Insurance

Employee Wellness Programs

Summer Flexible Schedule

Employer contribution to 401(k)

CPA licensure support & incentives

Volunteer opportunities

Job summary

Prager Metis International is seeking a Supervisor or Manager in New York to oversee tax engagements for wealthy individuals and entities. The ideal candidate will have 5-7+ years in public accounting, hold a CPA or EA certification, and have strong tax planning, advisory, and compliance experience. Responsibilities include preparing and reviewing complex tax returns, conducting tax research, and client communication. The position offers flexible work arrangements and competitive salaries ranging from $120K to $160K.

Qualifications

• 5-7+ years of experience in public accounting with exposure to individual, corporate and partnership taxation.
• Ability to oversee complex tax engagements for wealthy individuals and entities.
• Experience in both tax planning and compliance activities.

Responsibilities

• Oversee tax engagements from planning to delivery, ensuring deadlines are met.
• Prepare and review complex U.S. and multi-state tax returns.
• Conduct complex tax research and prepare findings.

Skills

Public accounting experience

Tax planning and advisory

Client management

Supervision and mentoring

Complex tax research

Communication with IRS

Education

CPA or EA

Bachelor’s or Master’s Degree in Accounting

Job description

Overview

AtPrager 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

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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 equalopportunity 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 and applicable state laws.