Tax Senior Manager (Private Client Services)

Essential Duties and Responsibilities

• Advanced specialized tax expertise in private client services and high-net worth tax
• Reviews research findings, tax returns and work papers, formulates conclusions consistent with firm policies and professional standards, and determines implications and best course of action for client
• Ensures all tax advice is technically correct and properly documented
• Understands the firm's policies, procedures and professional standards
• Demonstrates strong communication skills
• Client Service Excellence -
• Listen to clients, anticipate their needs, adapts to client priorities/agenda and plans accordingly
• Lead engagement, managing the business relationship with a focus on high quality tax service and seeks to provide additional or value added services to the client
• Recognize client issues and risk tolerance
• Awareness of firm's industry service group and hope to scope services to the client
• Business Growth -
• Understands what is important to the client and how to maximize the relationship
• Develops relationships to generate new business
• Holds a position of leadership in a community, business or professional organization with emphasis of development of strong external network
• Builds and leverages strong internal/external networks
• Active involvement in industry service group efforts
• People Management/Process -
• Dedicates time to coaching and developing others through training, providing opportunities for them and helps them succeed
• Actively communicates the client's needs and facts to the appropriate team members to execute the work
• Builds relationships across industry service groups to ensure client service excellence through an integrated approach
• Develop trust worthiness with the client and team members
• Manages progression of quality deliverables on time, in scope and within budget and/or realization goal

Qualifications

• Must be motivated, have the ability to multi-task and be organized.
• Maintain a positive attitude; be cooperative and flexible about the type of work assigned and in assisting other team members on assignments.
• Have excellent verbal and written communication skills.

Job Requirements

• Must have B.A./B.S. degree in Accounting (MST/MBA/JD/LLM is a plus)
• CPA a must
• Experience with 1040s and other non-business taxation documents a must
• Strong technical skills in taxation
• 5 plus years of work experience

Other Skills and Abilities

• Knowledge of MS office, and other accounting and tax software programs.
• Assist with estate tax exanimations
• Enhance knowledge of income tax returns

Comprehensive Benefits Package Includes

• Top Tier Health, Dental, & Vision Plans
• Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
• Medical and Dependent Care
• Life and Voluntary Life Insurance
• Short and Long -Term Disability Insurance
• 401k plan with matching contribution
• Defined Contribution Plan (profit sharing)
• Customized Work Arrangements
• Floating Holidays and Volunteer PTO
• Unlimited PTO for Managers and Above
• Referral Bonus Program
• Tuition Reimbursement for Advanced Degree
• Healthy Living Reimbursement Program
• Health & Wellness App Subscription
• CPA & EA reimbursement for study materials and exam
• AICPA and CPA State Society membership reimbursement for Managers and above
• OnDemand access to industry leading CPE courses
• Summer Fridays at 1pm

• Applicants must be authorized to work in the United States without the need for employment-based visa sponsorship now or in the future. SAX does not sponsor applicants for U.S. work visa status for this position or for any future positions.
• New York Pay Range $175,000 - $225,000 USD