Tax Manager

Silversmith Capital Partners; New York (NY); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Employer-sponsored health insurance

401k + 5% match

Attractive total compensation package

Job summary

Silversmith Capital Partners is seeking an experienced accounting professional based in New York, NY. This role includes overseeing client financial statements, managing tax preparations, and building strong client relationships. The ideal candidate will possess a Bachelor’s degree in Accounting, active CPA licensure, and over 5 years of relevant experience, preferably in a CPA firm or Big 4 setting. A comprehensive compensation package includes salary and bonus incentives. Employer-sponsored health insurance and a 401k plan are also part of the benefits offered.

Qualifications

• Active CPA licensure is required.
• 5+ years of CPA firm or Big 4 experience with business tax.
• Knowledge of California tax laws preferred.

Responsibilities

• Oversee client financial statements for accuracy and timeliness.
• Prepare and review profit allocations for clients.
• Manage client relationships and oversee meetings.

Skills

CPA firm experience

Business tax experience

Verbal communication skills

Written communication skills

Technical tax knowledge

Relationship building

Education

Bachelor’s degree in Accounting

Master’s degree in Finance or MBA

Job description

Compensation Transparency

Salary: $120,000 - $140,000

Bonus: 15%

Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.

Job Summary

This role works in multiple capacities across accounting, financial statement preparation, and tax planning and preparation being the focus of the role.

Key Responsibilities

• Oversee client financial statements for accuracy and timeliness.
• Review and prepare profit allocations for multi-owner clients.
• Oversee client tax onboarding.
• Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign tax filings.
• Manage the client relationship (i.e.: running meetings and correspondence).
• Oversee semi-annual client meetings for financial review and tax planning.
• Responsible for preparation for meetings and any follow-ups that result.
• Oversee client’s strategic planning activities.
• Oversee preparation and analysis of dental practice buyer financial due diligence.
• Oversee, prepare and review client tax projections for estimated tax payments and future tax liabilities.
• Oversee tax notice resolutions.
• Oversee government audits.
• Monitors and manages assigned accounts to ensure required work is performed on schedule with the client’s internal Service Team.
• Research and answer client’s accounting and tax questions.
• Stay up to date and research new tax laws and prepare internal educational materials.
• Consistently remains alert to client satisfaction, addresses client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.
• Build and maintain successful relationships with clients, their personnel and our staff.
• Model excellent performance and approach to their work and have the ability to train others in areas of expertise.
• May manage tax employees; formally or informally.
• Other duties as assigned.

Key Requirements

• Bachelor’s degree in Accounting required, Master’s degree in Finance or MBA preferred
• 5+ years of successful CPA firm experience and/or Big 4 experience, with heavy business tax experience (corp, partnership, individual, trust)
• Active CPA licensure
• Knowledge of California tax laws, preferred
• Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes
• Demonstrate the ability to research and provide solution options for difficult tax problems
• Excellent verbal and written communication skills
• Willingness to understand and properly communicate difficult issues to clients
• Commitment to developing technical and industry knowledge through personal reading, research, coursework and other continuing education
• Ability to build relationships in the business community to generate future leads and referrals
• Deep knowledge and expertise in medical and dental industry metrics, preferred

Benefits

• An attractive total compensation package
• Employer-sponsored health insurance (medical, dental, vision)
• 401k + 5% match

Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.