C
CparecruiteronlineAccounting/Auditing

Tax Manager - Family Office Group

New Yorkonsitemanager

Posted 138mo ago · via Smartrecruiters

About this role

About CPA Firm seeking a Tax Manager for its Family Office Group Responsibilities: Supervise, direct a team members performing duties for the client. Review income tax returns for corporations, partnerships, individuals, foundations, not-for-profit organizations. Accounting for small businesses, including journal entries, bank reconciliations, and period-end adjustments (cash/accrual) Prepare or review and analyze financial statements (both cash and accrual basis) Prepare or review and analyze business plans, forecasts, projections and budgets Independently manage client relationships, including tax planning, estate planning, and risk management. Role includes extensive interaction with clients via phone, email, and meetings. Complete special client projects of a complex nature.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

This role is manager-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

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