Mazars USA LLP Tax Manager --Private Client Services in New York, New York

Job Description:

Mazars USA LLP is the independent U.S. member firm of Mazars Group, one of the top Global Accounting and Advisory firms. We serve national and international clients from our headquarters in New York City and our 12 U.S. offices. We have an excellent opportunity for a Tax Manager in our New York City Private Client Services (PCS) Practice. The PCS practice deals with family-owned businesses, high net worth individuals and families, trusts, estates, and companies that generate their income and wealth transfer issue between generations. Clients that are serviced by the PCS group are located throughout the country and the world.

JOB RESPONSIBILITIES:

  • Be an integral part of the firms PCS practice, working in conjunction with the Tax Partners in our PCS Group located in our New York City office
  • Extensive knowledge of income, estate and gift tax planning, compliance and consulting
  • Act as a technical resource on all tax issues
  • Respond to inquiries from other offices, both nationally and internationally
  • Responsible for developing and maintaining superior client relationships in the PCS client niche
  • Provide tax technical support (review and manage) on complex issues related to individual income tax returns
  • Assist in the creation and development of estate and business succession plans for PCS clients
  • Share responsibility for engagement planning, organization, and delegation to maximize efficiency & effectiveness, achieve quality goals, maintain productivity, and maximize utilization and realization
  • Participate in strategic marketing and branding initiatives to increase revenues from the PCS area
  • Conduct and present in technical sessions to professionals throughout the firm, focusing on recent developments
  • Help develop marketing materials to highlight the firms High Net Worth, trust and estate capabilities, and related affluent family services
  • Participate in public relations forums including media interviews (for television and print)
  • Develop outside relationships with a goal of fostering business development opportunities through involvement in leadership roles in professional groups, community service, and personal relationships with other professional advisors such as attorneys, investment advisors, insurance advisors, and private bankers
  • Share responsibility for all business aspects of client relationships including billing, collecting and maintaining profitability
  • Ability to cross-sell other departments of the firm using this leading niche of the firm's business plan, such as valuation services, wealth management, estate planning
  • Develop, educate and train staff and assist in the growth and development of the Firms professional team members
  • Hold team members accountable for achieving engagement & personal career goals

JOB REQUIREMENTS:

  • Bachelors Degree in Accounting
  • CPA certification
  • Advanced tax degree or JD is desirable, as well as other relevant professional designations such as PFS, CFP, or CLU
  • 5 years of relevant tax experience at a public accounting firm with 3 years as a Manager
  • Broad exposure to federal and state income taxation
  • Significant experience servicing High Net Worth individual clients & their related entities, businesses, & families while working with their various professional advisors (attorneys, estate planners, investment advisors, or insurance advisors)
  • Excellent project management, analytical, interpersonal, oral and written communication skills
  • Strong leadership, training, mentoring and staff development skills
  • Excellent communication and interpersonal skills
  • Strong organizational and analytical skills
  • Ability to develop future leaders of the firm & lead by positive example
  • Professionalism, dependability, integrity, and trustworthiness combined with a team mentality
  • Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines
  • Strong commitment to professional advancement
  • Dedicated to delivering five-star client service

BENEFITS

  • Salary commensurate with experience
  • Bonus-eligible
  • Comprehensive Medical and Dental Plans; Health Savings Account, Flexible Spending Account, Dependent Care Plans
  • 401(k) Plan
  • Group Term Life Insurance, long-term disability, and voluntary short-term disability coverage
  • High-tech professional environment
  • Various wellness initiatives throughout the year including gym membership discount;
  • Work-life Integration is encouraged through Paid time off based on level and length of service and Summer Fridays


VEVRAA Federal Contractor
Equal Opportunity Employer-minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity