Tax Senior - Private Client Services
forvis mazarsBrooklyn, NY
Tax Senior - Private Client Services
L5
forvis mazarsBrooklyn, NYtoday
Overview:
As a Tax Senior in Mazars’ Private Client Services, you support sophisticated tax planning and compliance for high-net-worth individuals, closely held businesses, and families. You’ll work within a national PCS Tax team to build wealth protection and alignment with clients’ financial goals. You’ll lead engagements, mentor staff, and collaborate with cross-functional teams to deliver personalized service. This role offers flexibility in location and hybrid work, with opportunities to develop professionally in a globally connected firm. Compensation / Benefits Discretionary bonus opportunities Paid time off 401K plan with firm matching Dress for Your Day dress code Summer Fridays kickstart program Tuition reimbursement
Responsibilities:
Prepare and review 1040, 709, 1041, 990-PF returns and related entity returns (1065/1120S) for family groups Collaborate on engagement tasks to meet goals, productivity, and utilization Review work of junior staff and follow up on open assignments Keep supervisor informed of engagement progress and issues Conduct tax research using platforms like RIA Checkpoint and BNA Bloomberg Communicate with IRS and state/local authorities on behalf of clients Develop and maintain strong client relationships within PCS
Key requirements:
3+ years of relevant tax experience in a CPA firm, professional services firm, tax consulting practice, or family office Bachelor in Accounting or related field CPA license or EA certification preferred Experience with family-owned businesses and wealth transfer issues Proficient in Microsoft Office Suite Knowledge of CCH Axcess, CCH Access Workflow (XCM), SurePrep, BNA Income Tax Planner preferred Excellent interpersonal, written and verbal communication; strong analytical and organizational skills Ability to travel to client locations as needed Excellent interpersonal and communication skills Analytical and organizational skills Client relationship development CCH Axcess CCH Access Workflow (XCM) SurePrep
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Level
SeniorL5
Location
Brooklyn, NY
Occupation
Tax Preparers
Industry
Offices of Certified Public Accountants
Posted
today
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