Tax Partner

Title: Tax Partner

Duration: Fulltime/Permanent Position

NOTE:

Only USCs or GCs can apply.

2 days/week : Hybrid

Locations: New York City NY; Harrison NY; Hauppauge NY; Middletown NY; Newburgh NY; Poughkeepsie NY

Woodcliff Lake NJ; Cranford NJ

Shelton CT; Wethersfield CT; Stamford CT

Woburn MA; Boston MA

Bethesda MD

Providence RI

Palm Beach Gardens FL

Description

• The Tax Partner is responsible for managing clients in the Trust & Estate practice. This individual will manage client relationships to exceed client satisfaction while maintaining quality standards of excellence and best practices and will also be responsible for building developing and managing a book of business to meet goals and objectives.

Essential Duties

• Expert in Trust & Estate Planning; Estate Trust & Gift Tax Compliance Services and; Individual income tax and foreign financial reporting.
• Oversee managers supervisors senior associates and staff.
• Focus on and drive Trust & Estate offerings throughout the Firm.
• Actively participate in people development.
• Maintain operational excellence (billing collections personnel management scheduling and related administrative responsibilities).
• Technical responsibility for quality and financial performance on his/her tax clients.
• Collaborate and represent Firm to clients and prospects in the marketplace.
• Work across all regions as a collaborator and leader within the respective function.
• Substantial responsibility in overseeing client service delivery of solutions for clients and collaborate to introduce other service offerings.
• Use industry knowledge experience depth of technical knowledge and strong collaborative expertise to add knowledge value and executive leadership.
• Develop business plans leading and developing personnel in their interactions with clients in the marketplace.
• Assist in building developing and managing a book of business to meet goals and objectives.
• Use professional network and existing relationships to actively develop new business for the respective area as well as extend opportunities to other lines of business within the Firm.
• Effectively manage client relationships to exceed client satisfaction.
• The Partner will be responsible for maintaining quality standards of excellence and best practices.
• Demonstrate exceptional leadership skills and proven success in managing and motivating teams.
• Exercise the highest levels of leadership and mentorship.
• Successfully integrate strategies defined by the Firm.
• Attract develop and retain talent.
• Ensure the continuous professional development of staff is being met.

Qualifications

• BA/BS degree in accounting required.
• Advanced degree a plus (e.g. MST JD LLM).
• Active CPA license required.
• 10 years of progressive experience in public accounting required.
• Extensive experience in Tax Advisory and Planning and Trust Estate & Gift planning and compliance required.
• Ability to establish and maintain excellent client relationships.
• Strong accounting and analytical skills.
• Proficient with computer software packages and platforms including Microsoft Office Suite ProSystems and CCH.
• Excellent interpersonal verbal and written communication skills.
• Ability to travel locally to client and other of our office locations when necessary.