Tax Senior Manager (Real Estate)

Ascend Partner Firms • New York, NY

109d • $200,000 - $250,000

About The Position

LMC is searching for a Tax Senior Manager in our Real Estate practice. We seek an energetic, self-motivated professional with a genuine desire to embrace this challenging career opportunity to work in a team-oriented environment while taking on a variety of assignments. Qualified individuals will have the opportunity to join our employee friendly corporate culture.

Requirements

• Experience working with High Net Worth clients, specifically working with Trust and Estates
• Bachelor’s or Master's Degree in tax or accounting
• Minimum of 10 years of tax consulting/compliance experience in public accounting
• Minimum of 2 years in a managerial role involving clients and team members
• Advanced understanding of federal and state tax laws and regulations
• Strong research and analytical skills
• Ability to fully manage client relationships on behalf of the firm
• Ability to work independently, but also work well with others
• Strong interpersonal and relationship building skills
• Excellent verbal and written communication skills
• Advanced knowledge of applicable accounting software, CCH Axcess & Engagement preferred

Responsibilities

• Primary client contact and liaison; communicate effectively with clients and develop positive relationships with client personnel
• Top review of returns, workpapers and issues within our Trust and Estate Group
• Handle communication from clients and tax authorities. Advise clients on tax strategies.
• Provide future tax planning to clients.
• Interpret wills and trust documents
• Analyze tax data submitted by the client to maximize the outcome for the client.
• Research new tax trends and regulations.
• Ensure compliance with government tax rules.
• Supervise, train and mentor tax staff; Support the growth and development of team members
• Manage multiple assignments inside an engagement.
• Communicates with Partner on work status and client issues that arise

Benefits

• Unlimited growth potential
• Competitive compensation and benefits package
• Flexible hours
• Remote or hybrid options to accommodate a work-life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees