Tax Senior

Posted 6 Days Ago
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Fort Lauderdale, FL
1-3 Years Experience
Fintech • Payments • Financial Services
The Role
The Tax Senior at Marcum LLP develops and maintains relationships with clients while leading staff in tax assignments. Responsibilities include preparing advanced tax returns, planning client engagements, overseeing staff performance, and enhancing client satisfaction through ethical practices and professional standards.
Summary Generated by Built In

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.

Marcum LLP is seeking a Tax Senior to join our growing and well established national firm. This position requires an experienced Tax & Business Services professional with strong interpersonal and supervisory skills.
Our growing Tax & Business Services practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.
 

Summary of Responsibilities

The Tax Senior develops and maintains productive working relationships with client personnel and continually assesses clients' satisfaction. Performs most work assigned with minimal assistance. Often leads one or more staff assistants, instructs them in work to be performed, reviews the work done and directs necessary revisions. A Tax Senior is expected to have a strong understanding of Marcum's service offerings and make decisions on all but the most unusual accounting and auditing matters. Actively seeks/encourages team members to contribute ideas and identify opportunities to apply the firm's services.

Essential Functions

  • Performs diversified tax assignments under the direction of supervisor, manager or partner.
  • Demonstrates competency in technical skills, work quality and application of professional and firm standards.
  • Meets time constraints and client deadlines.
  • Participates in planning and scheduling client engagements.
  • Directs and instructs staff interns and paraprofessionals, where applicable, in work to be performed.
  • Prepares advanced tax returns and returns on dissolutions or liquidation.
  • Suggests client tax planning ideas to supervisor, manager or partner.
  • Prepares routine correspondence to client for approval and signature of a partner; writes comments for management letters.
  • Drafts reports including footnotes.
  • Performs the broadest range of tasks so that direct participation of supervisors, managers or partners is kept to a minimum.
  • Proactively maintains contact with the client throughout the year.
  • Informs supervisors of the engagement status, and oversees staff performance.
  • Develops junior staff through effectively delegating tasks supervising and providing guidance.
  • Provides performance feedback and training and conducts job evaluations.
  • Fosters an efficient, innovative, and team-oriented work environment.
  • Contributes ideas/opinions to the client teams and others and listens/responds to other team members' views.
  • Uses technology to continually learn, shares knowledge with team members, and enhances service delivery.
  • Maintains an educational program to continually develop skills.
  • Other duties as assigned.

Education & Experience Required

  • Undergraduate or graduate degree in accounting, and/or an undergraduate or graduate degree with sufficient course work to achieve CPA certification upon passing the examination.
  • Either hold a current and valid CPA license (in good standing), or be working toward obtaining the license by taking and passing the applicable state CPA examination.
  • Minimum of 2 years of experience working in public accounting firm, demonstrating a progression in complexity of tax work and knowledge.
  • Proficiency in use of Microsoft Office products – Word, Excel, Access and Outlook & Tax software packages.
  • Strong written and verbal communication skills.
  • Dedication to teamwork and leadership.
  • Strong project management skills.
  • Advanced written and verbal communication skills.
  • Integrity within a professional environment.
  • Advanced understanding of complex tax concepts and application to client situations.

Other Responsibilities

  • Prepares other reports and performs projects and duties as may be assigned.

Working Conditions

  • Frequent same day travel for work at client’s offices, meetings and seminars using a personal vehicle.
  • Occasional out-of-town travel with overnight stay for work at clients, meetings or seminars using personal vehicle.
  • Occasional overtime work required throughout the year. Heavy overtime work required from January to April 15; may be in excess of 55 hours per week.

Only applicants of interest will be contacted.

#LI-NM1

Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

Are you a search or recruiting firm interested in becoming a preferred recruitment agency? Click here to learn more.

The Company
Houston, Texas
3,502 Employees
On-site Workplace
Year Founded: 1951

What We Do

Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals.

Since 1951, clients have chosen Marcum for our insightful guidance in helping them forge pathways to success, whatever challenges they’re facing.

Marcum offers a complete spectrum of tax, assurance and advisory services. Marcum’s industry-focused practices offer deep insight and specialized services to privately held and publicly registered companies, and nonprofit and social sector organizations. The Firm also provides a full complement of technology, wealth management, and executive search and staffing services.

Headquartered in New York City, Marcum has offices in major business markets across the U.S. and select international locations. #AskMarcum

CLIENT-DRIVEN
Understanding our clients’ businesses, helping them identify their needs and meet their challenges, and uncovering opportunities that propel them towards success is Marcum’s mission. Our own success is based on our commitment to building meaningful, trusted relationships with our clients, creating positive service experiences, and delivering unexpected value wherever and whenever we can, while maintaining our professional independence and objectivity.

Marcum is committed to providing the most thorough, insightful, and expeditious service, according to the highest ethical standards.

COMMITMENT TO EXCELLENCE
From the way we service clients to the training and development of our professionals, Marcum is committed to excellence in every aspect of our operation.

Our focus on client success compels us to look beyond the numbers to see the opportunities, challenges, and solutions in every engagement. Innovation, proactivity, teamwork, and open communication are the hallmarks of our approach.

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