Tax Services Manager - Hybrid (Princeton, NJ)

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Our Newest Opportunity: 

Summary:

Our Family Office Services division acts as a centralized coordinating resource for the firm’s wealthiest and most complex clients. 

Essential Duties and Responsibilities (include but are not limited to):

• Preparing and filing annual tax returns, including Individual income tax, Partnerships, S Corporations, Gift tax and Private Foundation returns

• Anticipating and responding to customer or advisor inquiries regarding client’s assets and liabilities, risk management programs, income tax implications of transactions and estate planning implications of transactions (in consultation with attorneys)

• Experience or familiarity with QuickBooks preferred

• Proficient with MS Applications (Excel, Word, PowerPoint).

• Assisting clients with ad-hoc projects (i.e. paying LLC annual reports, LLC formations, facilitating gifts from Private Foundations, etc).

• Consulting with clients on income tax, charitable planning, estate planning, tax residence and domicile matters

• Creating and implementing a strategic tax plan

• Working with client’s attorneys regarding tax matters

• Working with client’s employer to anticipate compensation, deferred compensation, and monitor RSUs

• Preparing monthly or quarterly net worth summaries, cash flow reports and custom financial reports in Excel and QuickBooks and/or supervising team members who perform these tasks

Qualifications, Skills and Requirements:

• Must be well organized, attentive, have excellent attention to detail and complete tasks with a very high accuracy rate

• Requires strong interpersonal and presentation skills

• Must have excellent verbal and other communication skills

• Mastery of QuickBooks, MSOffice, Outlook, and Excel

• Experience with Lacerte preferred but not required

• Knowledge of the Internal Revenue Code as it applies to high income earners and significant taxable estates

• Experience advising clients on the proper titling of assets for privacy and creditor protection

• Experience with common estate planning techniques

Education, Training and Experience:

• Bachelor’s degree in Accounting preferred

• CPA (or CPA candidate)

• Fluent English (written and spoken)

Other:

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!