TAX Manager

Position:

We are seeking an exceptional individual to serve as a Tax Manager, Private Client Services, within Maestro’s Tax and Accounting Division. The Senior Tax Manager is responsible for advising clients on the tax implications of their business objectives and evaluating and selecting alternative actions to lessen tax burden and cost of compliance. A successful candidate will have the opportunity to grow into multiple roles within the company.

Responsibilities:

The Senior Tax Manager will work with other members of the client teams to ensure the following tasks are completed:

• Client Management
  • Establish and maintain primary relationships with clients as their trusted advisor
• Tax Compliance
  • Conducts review of tax returns of high-net-worth individuals, closely held, and operating and investment partnerships.
  • Ensures that both (a) clients comply with all applicable authorities, while at the same time minimize their tax and reporting burdens, and (b) self and client service teams comply with all company policies and standards. 
• Conducts top level review of tax returns and resolves all tax issues with client; involves specialists where appropriate; provides feedback to staff.
• Plans for early recognition of material tax and compliance changes and consults with the client and/or partner as appropriate. 
• Tax Consulting
  • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
    • Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions.
    • Confers with Senior Tax Specialists to determine applicability of STS consulting specialties to each client. Involves STS when appropriate.
    • Manages written or phone inquiries from federal and state agencies with little or no assistance.
    • Manages client expectations.
  • Liaise with Maestro’s Family Office group on client tax matters
• Tax Specialization
  • Develops an in-depth understanding of the technical and practical issues and opportunities regarding two or more areas of taxation, e.g., individual, corporate, property, sales, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
    • May be required to organize and conduct, or participate in conducting, effective external and internal CPE training sessions in area of specialization.
    • May train and mentor managers/seniors/associates on specialization areas.
• Research
  • Identifies when research is needed; clearly and concisely frames issues to be researched and reports the analysis.
  • Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process.
• Strategy Development
  • Introduces and develops new or improved ideas to enhance the position of clients, the company or company personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
    • Researches and implements tax strategies, including experimentation with promising new strategies and ideas.
    • Consistently makes suggestions as to how previous work products or approaches can be improved.
• Supervisory Responsibilities
  • Supervises associates and senior associates on all projects.
  • Reviews work prepared by associates and senior associates and provides review comments
    • • • Trains Associates and Seniors
        • Acts as a Career Advisor to associates and senior associates.
        • Schedules and manages workload of associates and senior associates.
      • Provides performance feedback to associates and senior associates.

Skills and Experience for Success: 

• Critical and strategic thinker who thrives in a quick pace, ever changing, complex environment.
• Experience with various tax software.
• Exceptional communication, writing, and listening skills. Team player with a high EQ willing to “roll up their sleeves to do what it takes”.

Qualifications:

• The ideal experience will include:
  • 6-10 years of tax experience in an accounting firm or similar background.
  • A bachelor’s degree in accounting or similar field.
  • CPA.
• The ideal candidate for the position must be willing to learn new concepts and ideas.  They must be a hard worker and be comfortable sharing unique ideas and concepts.

Position Reports to:

Managing Partner of Maestro’s Tax and Advisory division.

Compensation:

Maestro Financial Solutions offers outstanding compensation packages where you will be rewarded for your experience and recognized for the value you bring to our team of professionals.  Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more.  We offer team rotation opportunities, specialized educational courses and seminars, company events, senior mentor programs and community service events. Opportunity to earn equity incentives and to become a partner in our tax practice.

Location:

The position will be based in Stamford, Connecticut or Salt Lake City, Utah with minimal travel required and is open to flexible schedule.