Tax Director - Family Office Services

Marcum LLP offers a great career with exceptional benefits.There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.We are hiring for Tax Directors in the Family Office Services (FOS) department for our Hartford, CT office. The Family Office Services (FOS) tax practice focuses on tax business planning, advisory and compliance services for an ultra-wealthy family as well as multi-general wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundation, closely held entities and individual returns. Responsibilities included and are not limited to the following:ResponsibilitiesDemonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement PartnerReviews tax procedures, engagement workpapers and financial statements without supervisionCompletes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm's documentation standardsReviews advanced level return from a detail and top-side perspective (Forms 1065, 1120, 1041, 1120-S, 709, 990 and 1040s)Reviews required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelinesAddresses questions on advanced technical accounting matters from team members and upper level client managementMonitors that tasks are assigned and completed on a timely basis and reviews workflowOversees Managers, Supervisors, Seniors and Staff coordinating the day-to-day duties of planning, tax work, and wrap-upManages multiple assignments inside an engagementCommunicates with Partner on work status and client issues that ariseConducts research, consults with team members, draws conclusions and prepares memos based on target issuesPerforms a detailed review of team's workflow and monitors that tasks are assigned and completed on a timely basis; supervises, trains and mentors staffActs as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnelLeads small to medium sized engagements with finalized document and report requiring minimal change upon reviewIdentifies opportunities to leverage staff including designing staffing structure of engagementAttend industry related and firm professional development and networking events.Development of new business opportunitiesStays current on technical and industry developments and standards while evaluating potential impacts on their client engagementsMinimum QualificationsBachelor's degree in AccountingCPA license (preferably CT)9+ years' of relevant work and industry experience within Private Client Services/Family Office taxPrior experience managing engagements and clientsFormal mentoring relationships with all levels of staffAbility to work independently, but also work well with othersThis is not a remote position. Required to be in the office a minimum of 3 days per week.Minimum QualificationsMaster's degree in Accounting or Taxation7+ years' supervisory experienceSoftware Experience - Archway, CCH ProSystem, Microsoft Office 365#LI-RP1Marcum LLP is an Equal Opportunity Employer

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