Tax Manager - Private Client Services - Mazars USA LLP

Tax Manager - Private Client Services

Mazars USA is hiring - If you are looking for a career where you can truly have a say , make an impact , and be valued , Mazars is the right place for you!

Our Tax practice seeks a tax professional with strong technical skills, tax review skills, and experience providing tax planning, consulting and compliance services to high-net and ultra-high - net worth individuals, their closely held businesses and their families, to join our Private Client Services (PCS) Tax team as a Tax Manager. In this role you will provide leadership and assist in the professional development of other tax staff while providing sophisticated tax compliance and advisory services to clients in the PCS Tax practice. This includes providing highly personalized tax and financial planning services to our clients in order to aid in building, protecting and preserving their wealth and to meet their financial goals.

This is a national practice. The preferred location for this position is our New York City area offices. However, the position can take place in any Mazars office with a U.S. location. We also offer flexible work hours and locations: in office or hybrid .

What You Will Do:

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  Review high-net worth and ultra-high net worth individual income tax returns (1040), gift tax returns (709), trusts/estates (1041), private foundations (990-PF), and some experience in entity returns (1065/1120S) that are often part of a family group
  
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  Coordination with clients and their advisors on quarterly and year-end tax planning and projections
  
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  Experience with tax treatment of private equity and hedge fund investments, intra-family gifting and planning, deferred compensation and related technical matters
  
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  Responding to federal and state tax notices and collaborating on tax exams with Controversy group
  
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  Reviewing and analyzing documents, transactions for purchase and sale of assets, application of tax law changes
  
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  Conduct tax research using RIA Checkpoint, BNA Bloomberg and other applicable platforms.
  
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  Manage client assignments and assure timely filing of all related tax returns and planning projects
  
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  Train, supervise and develop staff and teams on technical matters, client service and technology
  
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  Opportunity to develop outside relationships with a goal of fostering business development through involvement in leadership roles in professional groups, community service, and personal relationships with other professional advisors such as attorneys, investment advisors, insurance advisors, private bankers, etc .
  

What We Seek:

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  Years of experience required : 6+ years of relevant tax experience at a CPA firm, a professional services firm, a tax consulting practice or a family office practice.
  
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  Education required : Bachelor of Science degree in Accounting or a Business-related field of study is required
  
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  Certification require d/ preferred : CPA license is required
  
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  Experience with tax treatment of private equity and hedge fund investments, intra-family gifting, deferred compensation and related technical matters
  
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  Proficient with the use of Microsoft Office Suite tools
  
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  Preferred working knowledge of CCH Axcess , XCM, SurePrep and other tax preparation, workflow and research software programs
  
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  Ability to travel to client locations as needed
  
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  Our firm does not anticipate hiring experienced or entry level job seekers who will need sponsorship through the H-1B lottery, now or in the future .
  

Why Mazars:

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  We offer a generous compensation package with discretionary bonus opportunities , paid time off and a 401K plan with a firm matching contribution
  
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  The salary range for this role takes into account many factors including, but not limited to, years and type of experience, skill sets, and certifications. The projected salary range for this position is $104,000 - $218,000 .
  
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  We are committed to diversity, in all of its forms, in our workforce
  
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  We are committed to work/life balance, offering a flexible "Dress for Your Day" dress code and summer Fridays "kickstart" program
  
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  We are committed to the values inherent in making ESG (environmental, social and governance) a priority in everything we do -- to being a firm that's responsible to our employees, clients, society and our planet
  
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  Mazars offers a wide range of mentoring, training and professional development opportunities to support you in reaching your fullest potential
  
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  We offer a graduate school support program and tuition reimbursement
  
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  We offer international rotation opportunities with the Mazars Group of member firms in Europe, Asia Pacific, the Middle East, Africa, Latin America and the Caribbean
  

Who We Are:

Mazars USA LLP is an independent member firm of Mazars Group, an international audit, tax and advisory organization with operations in nearly 100 countries and territories. With roots going back to 1921 in the US, the firm has significant national presence in strategic geographies, providing seamless access to 30,000+ professionals around the world.

Our industry specialists deliver tailored services to a wide range of clients across sectors, including individuals, high-growth emerging companies, privately-owned businesses and large enterprises.

Mazars Partners and professionals work as a single, integrated team, committed to helping our clients and their people succeed by respecting who they are and how they work. We take great pride in the quality of our work and the services we provide, and we are committed to helping build the economic foundations of a fair and prosperous world.

Mazars USA LLP is an equal opportunity/affirmative action employer and maintains a drug-free workplace.

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