Tax Manager

Tax Manager

Hamilton, NJ

Fulltime

Client Notes:

Please provide me the below information to pre-screen and send you the qualified profiles.

Salary Range: $120k - $135k

Expected Start Date: ASAP

Will you consider non-locals if exceptional? - No, must be able to commute to office 2 or more days a week in Hamilton, NJ. Prefer candidates that live locally.

Must have Skills if any:

1. Credentials: EA or CPA

2. 8+ years experience

3. Buzz Words: Multi-state, trust & estate, foreign income taxation, FBAR, high net worth family clients, tax notice resolution

1. IRS Forms: 1040, 1041, 1120, 1120S, 1065

2. S-Corps, Partnerships LLC

1. Client relationships, managing clients

2. Technology: CCH Axcess Tax, CCH Workflow (formerly XCM) SurePrep, Engagement Essentials, Quickbooks

3. Leadership: has lead a team hybrid of onshore and offshore

4. Experience- earlier in career preparation of these types of returns. Later in career review and leadership skills, client advisory

Individual Services - looking to hire on this right now

• High net worth families, trust estate, people who own a business

Responsibilities

Trusts and Estates Management: Lead and review complex tax returns for trusts, estates, and high-net-worth individuals, ensuring compliance with all relevant tax regulations.

Tax Compliance: Guarantee the timely and accurate filing of all tax returns related to trusts and estates, as well as individual, corporate, and partnership tax returns.

Strategic Tax Planning: Provide innovative tax planning and consulting services, developing strategies to minimize tax liabilities for trusts, estates, and beneficiaries.

Tax Research: Stay ahead of the curve by conducting thorough tax research and staying updated on new tax laws and regulations, particularly those affecting trusts and estates.

Client Relationship Management: Build and maintain strong client relationships, serving as the go-to expert for all tax-related matters concerning trusts and estates.

Team Leadership: Inspire, train, and mentor junior tax staff, fostering a collaborative and supportive work environment, and ensuring the team is well-versed in the latest developments in trust and estate taxation.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field

• CPA or EA required

• Minimum of 5-7 years of progressive tax experience, including supervisory roles

• Excellent interpersonal and client relationship skills

• Ability to be flexible and adapt to a unique client needs driven practice

• Strong proficiency with Microsoft Office and other computer software applications

• Ability to perform several tasks concurrently with ease and professionalism

• Must be able to communicate clearly both verbally and in written format. A strong command of the English language and grammar is necessary

Benefits

Hybrid policy (2 days in office or at client site)

Highly competitive salaries and bonus programs

Medical, dental, life, and long-term disability insurance

Competitive 401K match

Paid holidays, vacation and sick time

Business casual dress code: dress for your day

Mentorship and training opportunities

Internal committees and clubs

Various social gatherings & events

Strong focus on the Mercadien community

Cutting edge technology

Pay: $120, $135,000.00 per year

Benefits:

• 401(k)

Experience:

• Multi-state, trust & estate taxation: 5 years (Required)

Work Location: Hybrid remote in Township of Hamilton, NJ 08610