Tax Senior Family Office- Hartford - Marcum Search

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 in our Family Office Services dept. in the Hartford CT office. The position requires a high-energy, experienced professional, with strong interpersonal and supervisory skills.

Our growing 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.

Responsibilities

• Prepare and review federal and state individual, trust and partnership returns, including exercising professional judgement with respect to issue identification to develop solutions.
• Being part of the team to help drive the success of multiple engagements in trust, partnership and individual taxation.
• Ensure complete client satisfaction through open communication, managing and meeting deadlines, and proactively sharing tax saving strategies.
• Assist in performing bookkeeping services for, preparing work papers, trial balances, entering data for compliance reporting, and preparing engagement correspondence.
• Assist with federal and state agency notice responses.
• Work closely with Partners & Directors, on client management activities.
• Attend professional development and continuing education sessions on a regular basis.
• Other related duties as assigned.
• Ability to meet deadlines with accuracy.

Qualifications

• Candidates should have 3+ years in public accounting and experience specifically handling federal, state trust, individual and partnership tax returns.
• Bachelors or Masters degree in Accounting from an accredited college or university (minimum of 150 college credits required). Masters in Taxation is a plus.
• CPA certification or actively working towards certification required.
• Ability to problem solve and think creatively and logically.
• Demonstrated ability to self-direct and effectively organize, priority, and manage multiple engagements under tight deadlines.
• Good judgement and the ability to work independently.
• Excellent analytical, organization, and communication skills.
• This is not a remote position. There is a requirement to be able to work in the office minimally three days per week.

For more information about the position, please send an email to Rachel.Pellegrine@marcumllp.com with "Tax Senior- FOS" in the Subject Line, or use the link to apply directly to the role

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.