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Consulting Assistant Tax Manager

Industry: Financial Services

Location: Westwood

Compensation: $25/hour – $35/hour

Contact: Ileana Chappel

Our client is a small business management firm in Westwood, offering financial services to both individual and business clients in the music, entertainment, and sport industries.

There is an immediate temporary opening for an Assistant Tax Manager to help oversee the US tax compliance function.

Responsibilities include:

• Provide tax-related domestic and cross-border planning and compliance assistance to entertainment business-connected individuals and their associated entities
• Assist individual clients needing a wide range of tax services, including tax compliance, tax planning and tax advice relating to their business interests, investments and related assets
• Prepare and review of Forms 5471, 8865, 8621, 8938 and 8858
• Serve as an advisor to high-net-worth individuals, family businesses and executive groups by providing a wide array of professional tax services, including individual and flow-through entity tax planning and compliance; and gift tax, wealth succession, and estate tax planning and compliance
• Provide quality, practical tax planning; develop budgets; determine resource requirements; and direct and monitor engagements
• Participate in managing the tax department by assisting in forecasting future work, delegating work effectively and resolving staffing issues
• Supervise staff and seniors and take an active role in their professional development, review their work products for completeness and accuracy, and prepare work products for client delivery
• Participate in client meetings and work within a team environment to provide integrated advisory services to clients

Requirements include:

• Bachelor’s degree in related field (Accounting, Business Administration, Economics, Finance, Mathematics)
• Graduate degree of MST or Tax LLM preferred
• Active CPA license, EA license or State Bar License required
• Minimum of 5 years’ relevant experience with complex high-net-worth individual, partnership and corporate tax projects with an emphasis on planning and compliance projects with international connections
• 2 years of recent experience with a public accounting firm is preferred
• Fiduciary income tax planning preferred
• Excellent interpersonal, analytical and problem-solving ability
• Strong written and verbal communication skills with ability to lead client meetings
• Strong team, project management and leadership skills
• Commitment to ongoing learning in a tax technology environment
• Proficient experience with CCH Access, or similar platform
• Proficient knowledge of automated tax processing systems and Microsoft Office tools

This company has excellent benefits including flex time and partial health care reimbursement.

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