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About the Role
Joel Isaacson & Co. is seeking a Tax Manager to join their Tax Practice, which focuses on tax business planning, advisory, and compliance services for ultra-wealthy families and multi-generational wealth planning. The group specializes in the taxation of gifts, trusts, estates, foundations, closely held entities, and individual returns.
Responsibilities
- Demonstrates thorough technical knowledge of accounting and reporting standards in research, completion, and review of technical areas.
- Identifies tax risk management issues and proposes solutions through research and collaboration.
- Reviews tax procedures, engagement workpapers, and financial statements independently.
- Addresses advanced technical accounting questions from team members and client management.
- Performs advanced-level tax preparation.
- Manages multiple assignments within an engagement.
- Communicates work status and client issues to Partner.
- Conducts research, consults with team members, draws conclusions, and prepares memos.
- Utilizes advanced knowledge of applicable accounting software (e.g., ProSystem Tax, Engagement).
- Provides top-level review of returns, workpapers, and issues.
- Serves as primary client contact and liaison for complex issues, communicating effectively and developing positive client relationships.
Requirements
- Bachelor's of Accounting is required.
- 8+ years of relevant work and industry experience within High Net Worth/Family Office taxation.
- Prior experience managing engagements and clients.
- Ability to work independently and collaboratively.
Skills
- Accounting standards
- Reporting standards
- Tax risk management
- Tax preparation
- Client relationship management
- ProSystem Tax
- Engagement software
- Microsoft Office 365
Location
- New York, NY
Work Type
- Hybrid (2 days in office / 3 days remote)
- Exempt
Experience Level
- 8+ years
Education Level
- Bachelor's Degree in Accounting or Taxation
- CPA / EA License
Salary/Compensations
- $100,000-$150,000
Benefits
- Medical
- Dental
- Vision
- Life insurance
- 401(k)
- Annual cash bonus
About the Company
- Joel Isaacson & Co. serves successful executives, business owners, professionals, and high net worth families with services including investment and cash flow management, estate and tax planning and preparation, insurance planning, and retirement planning.
- The firm's services include investment and cash flow management, estate and tax planning and preparation, insurance planning and retirement planning.
- Joel Isaacson & Co. is part of the Focus Financial Partners’ network, operating independently while gaining the support of a broader organization.
Equal Opportunity
- Joel Isaacson & Co. is an equal opportunity employer.