Financial Services Tax Leader (NY Region) - Aprio
Fairfield, NJ 07004
About the Job
New York, NY / Fairfield, NJ / Hackensack, NJTax – Tax /Full Time /HybridWork with a nationally ranked CPA and advisory firm that is passionate for what's next
Aprio has 22 U.S
office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe
By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them
Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Financial Services Tax Practice Lead to join their dynamic team. Position Responsibilities:Provide clients a variety of tax compliance, consulting, planning strategies and research services to a diverse group of partnerships, investment advisors and high net worth clients primarily within the alternative asset investment spaceConduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations Motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagementsBusiness DevelopmentQualifications:Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week8+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returnsBachelor's degree in accounting, finance, or other business-related field Recent xperience in a Professional Services environmentDemonstrated advanced understanding of financial products and book to tax adjustmentsProven understanding of Subchapter K and investment partnership taxation Strong managerial experience with budgets, people and projects Demonstrated effective verbal and written communication skillsSelf-starter and demonstrated ability to effectively handle multiple, competing prioritiesExperience working in a fast-paced, team environmentAbility to travel up to 25%, on average, based on the work and the clients and industries/sectors servedOne of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA or Licensed Attorney (if not CPA eligible)$135,000 - $320,000 a yearThe salary range for this opportunity is stated above
As such, an actual salary may fall closer to one or the other end of the range
Salaries for partner level candidates may be offered beyond the listed range.Why work for Aprio:Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.Perks/Benefits we offer for full-time team members:- Medical, Dental, and Vision Insurance on the first day of employment- Flexible Spending Account and Dependent Care Account- 401k with Profit Sharing- 9+ holidays and discretionary time off structure- Parental Leave – coverage for both primary and secondary caregivers- Tuition Assistance Program and CPA support program with cash incentive upon completion- Discretionary incentive compensation based on firm, group and individual performance- Incentive compensation related to origination of new client sales- Top rated wellness program- Flexible working environment including remote and hybrid optionsWhat’s in it for you:- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.EQUAL OPPORTUNITY EMPLOYERAprio is an Equal Opportunity Employer encouraging diversity in the workplace
All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Aprio has 22 U.S
office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe
By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them
Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.Join Aprio's Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Financial Services Tax Practice Lead to join their dynamic team. Position Responsibilities:Provide clients a variety of tax compliance, consulting, planning strategies and research services to a diverse group of partnerships, investment advisors and high net worth clients primarily within the alternative asset investment spaceConduct day-to-day management of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a high-level of tax research and work on financial statement provisions and related tax disclosures and federal and relevant state returns, excise calculations Motivate, mentor, supervise, and train new and experienced-level Tax Consultants and Tax Seniors; begin taking on lead client contact roles on engagementsBusiness DevelopmentQualifications:Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week8+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returnsBachelor's degree in accounting, finance, or other business-related field Recent xperience in a Professional Services environmentDemonstrated advanced understanding of financial products and book to tax adjustmentsProven understanding of Subchapter K and investment partnership taxation Strong managerial experience with budgets, people and projects Demonstrated effective verbal and written communication skillsSelf-starter and demonstrated ability to effectively handle multiple, competing prioritiesExperience working in a fast-paced, team environmentAbility to travel up to 25%, on average, based on the work and the clients and industries/sectors servedOne of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA or Licensed Attorney (if not CPA eligible)$135,000 - $320,000 a yearThe salary range for this opportunity is stated above
As such, an actual salary may fall closer to one or the other end of the range
Salaries for partner level candidates may be offered beyond the listed range.Why work for Aprio:Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.Perks/Benefits we offer for full-time team members:- Medical, Dental, and Vision Insurance on the first day of employment- Flexible Spending Account and Dependent Care Account- 401k with Profit Sharing- 9+ holidays and discretionary time off structure- Parental Leave – coverage for both primary and secondary caregivers- Tuition Assistance Program and CPA support program with cash incentive upon completion- Discretionary incentive compensation based on firm, group and individual performance- Incentive compensation related to origination of new client sales- Top rated wellness program- Flexible working environment including remote and hybrid optionsWhat’s in it for you:- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.EQUAL OPPORTUNITY EMPLOYERAprio is an Equal Opportunity Employer encouraging diversity in the workplace
All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Source : Aprio