Tax Partner

Full Job Description

• 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 Partner to join our growing and well-established national firm in the Hartford office.
• The position requires an experienced tax professional with strong interpersonal and supervisory skills.
• The candidate would be responsible for leading and managing multiple tax engagements within the Family Office Services division to deliver quality tax services to our clients.
• Our growing tax 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:

• Lead, manage, and have full oversight responsibility to a private client related to the services provided pertaining to bookkeeping, individuals, trusts, investment entities, family partnerships, operating companies and foundation returns .
• Build new and existing client relationships and demonstrate interest and knowledge of client’s business
• Perform research, develop and implement strategies, and draft memoranda on complex tax issues
• Contribute to the development of your own and the teams technical acumen
• Generate new business annually from new and existing clients
• Represent the Firm by presenting on areas of expertise at 3rd party events
• Effectively manage employee and client expectations
• Educate and train staff and assist in the growth and development of the FOS professional team members.
• Complete performance evaluations constructively and timely, and also provide ongoing performance feedback to employees
• Maintain required annual CPEs
• Participate in firm-sponsored activities
• Develop staff by taking an active role in the Firm’s learning and development activities

Qualifications:

• BBA/BS/MS in Accounting
• Must be a licensed CPA in the State of CT
• 10+ years of relevant experience
• Ability to articulately communicate professional/technical knowledge
• Effective business advisory skills
• Decisively identify and execute solutions to problems
• Thorough understanding of complex technical issues
• Ability to meet deadlines with accuracy
• Advanced knowledge of Generally Accepted Accounting Principles (GAAP) / Tax law knowledge
• This is not a remote position. Candidates must be able to work in the office a minimum of 3 days per week.