Tax Manager at Mazars USA LLP in Boston, Virginia

Posted in General Business 9 days ago.

Type: Full-Time

Job Description:

Job Description:

Tax Manager

Mazars USA is hiring - If you are looking for a career where you can truly have a say, make an impact, and be valued, Mazars is the right place for you! Our Private Client Services (PCS) Tax practice seeks an experienced professional with tax experience to join our Private Client Services (PCS) Tax team as a Manager focused on services tailored exclusively to high-net-worth individuals, closely held business owners and their families.

This is a national practice and this position can take place in any of our Massachusetts locations: Downtown Boston, Chestnut Hill, or Brewster (Cape Cod).

What You Will Do:

  • Review high-net worth and ultra-high net worth individual income tax returns (1040), gift tax returns (709), trusts/estates (1041), private foundations (990-PF), and some experience in entity returns (1065/1120S) that are often part of a family group

  • Coordination with clients and their advisors on quarterly and year-end tax planning and projections

  • Experience with tax treatment of private equity and hedge fund investments, intra-family gifting and planning, deferred compensation and related technical matters

  • Responding to federal and state tax notices and collaborating on tax exams with Controversy group

  • Reviewing and analyzing documents, transactions for purchase and sale of assets, application of tax law changes,

  • Responsible for engagement planning, organization, and delegation to maximize efficiency and effectiveness, achieve quality goals, maintain productivity, and maximize realization

  • Conduct tax research using RIA Checkpoint, BNA Bloomberg and other applicable platforms

  • Manage client assignments and assure timely filing of all related tax returns and planning projects

  • Train, supervise and develop staff and teams on technical matters, client service and technology

  • Opportunity to develop outside relationships with a goal of fostering business development through involvement in leadership roles in professional groups, community service, and personal relationships with other professional advisors such as attorneys, investment advisors, insurance advisors, private bankers, etc

What We Seek:

  • Bachelor of Science degree in Accounting or a Business-related field of study

  • CPA license

  • Advanced tax degree is a plus

  • Minimum of 5+ years of relevant tax experience at a public accounting firm

  • Technical knowledge of individual tax planning and compliance

  • Significant experience servicing High Net Worth and Ultra High Net Worth individual clients & their related entities, businesses, & families while working with their various professional advisors (attorneys, estate planners, investment advisors, insurance advisors, etc)

  • Excellent communication skills (oral/written), organizational and interpersonal skills, and attention to detail

  • Strong project management, and analytical skills

  • Strong leadership, training, mentoring and staff development skills

  • Professionalism, dependability, integrity and trustworthiness combined with a team mentality

  • Proficient with use of Microsoft Office tools

  • Preferred working knowledge of CCH Axcess, XCM, SurePrep, BNA Income Tax Planner and other tax preparation, workflow and research software programs

  • Ability to work extra hours and travel to client locations as needed

  • Authorized to work in the U.S. without sponsorship

Why Mazars:

  • We offer generous compensation and paid time off, discretionary bonus opportunities and a 401K plan with a firm matching contribution

  • We are committed to diversity, in all of its forms, in our workforce

  • We are committed to work/life balance, offering a flexible "Dress for Your Day" dress code and summer Fridays "kickstart" program

  • We are committed to the values inherent in making ESG (environmental, social and governance) a priority in everything we do -- to being a firm that's responsible to our employees, clients, society and our planet

  • Mazars offers a wide range of mentoring, training and professional development opportunities to support you in reaching your fullest potential

  • We offer a graduate school support program and tuition reimbursement

  • We offer international rotation opportunities with the Mazars Group of member firms in Europe, Asia Pacific, the Middle East, Africa, Latin America and the Caribbean

Who We Are:

Mazars USA LLP is an independent member firm of Mazars Group, an international audit, tax and advisory organization with operations in nearly 100 countries and territories. With roots going back to 1921 in the US, the firm has significant national presence in strategic geographies, providing seamless access to 30,000+ professionals around the world.

Our industry specialists deliver tailored services to a wide range of clients across sectors, including individuals, high-growth emerging companies, privately-owned businesses and large enterprises.

Mazars Partners and professionals work as a single, integrated team, committed to helping our clients and their people succeed by respecting who they are and how they work. We take great pride in the quality of our work and the services we provide, and we are committed to helping build the economic foundations of a fair and prosperous world.

Mazars USA LLP is an equal opportunity/affirmative action employer and maintains a drug-free workplace.

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