Tax Principal - Military veterans preferred

2021-07-21
Friedman LLP (www.friedmanllp.com)
Finance/Accounting

/yr

  full-time   employee


New York
New York
10006
United States

We have a commitment to a happy, healthy, inclusive and productive workplace. Some of the ways we accomplish this include:

-Emphasizing our open door policy. Whether someone is brand new or has been with the Firm from the beginning, we are all part of the same family and each person matters
-Offering a competitive benefits package and 401k with a company match, including discounted gym memberships and biometric testing reimbursement
-Summer Fridays off!
-Comprehensive performance management program including real time feedback and a formalized mentorship program
-Technical training and business development workshops

More Than a Job

We're hiring for a Tax Principal for our New York City office. Responsibilities include and are not limited to the following:

-Takes a lead role in one of our specific practice areas, specifically real estate and high net worth, and is viewed as a "subject matter expert" who can be contacted by internal and external sources
-Develops strong, long-term relationships with senior-level client contacts in providing ongoing counsel and strategic support
-Identifies and promotes new business opportunities within our core capabilities
-Addresses questions on advanced technical tax matters from team members and upper-level client management
-Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
-Works with Engagement Senior Manager/Manager to oversee review process of tax procedures
-Works with Engagement Senior Manager/Manager to oversee thorough review of tax workpapers on a timely basis and assures tax evidence is in accordance with firm's documentation standards
-Challenges the client, where appropriate, on the quality of their financial data to ensure the integrity of the tax work performed
-Demonstrates an ability to critically assess reliability of client information and planned tax approach throughout the engagement
-Advanced level tax review and research skills
-Oversees engagement workflow and monitors that tasks are assigned and completed on a timely basis
-Manages several engagements with a wide oversight of work in their specific area
-Reviews client tax returns and research as final approver
-Contains expert knowledge of applicable tax software (e.g., ProSystem, XCM, BNA, RIA, Engagement, Tax, etc.)
-Works in collaboration with Senior Manager/Manager leads planning and execution of client engagement
-Identifies opportunities to leverage staff including designing staffing structure of engagement and monitoring time versus budget allocated
-Leads medium to large sized engagements, with finalized document and report requiring minimal Partner oversight

Minimum Qualifications

-Bachelor's Degree in Accounting or related field is required
-9+ years' experience in a similar role
-5+ years' supervisory experience in a similar role
-Prior experience managing engagements and clients
-Licensed CPA or admission to a State Bar
-Ability to work independently, but also work well with others
-Strong technical and broad based advisory and client management skills
-Formal mentoring relationships with all levels of staff

Preferred Qualifications

-Master's in Taxation or Accounting
-Experience with pass through entities, business structuring, and nonprofit would be a plus
-Takes the lead role in practice area meetings and develops new ideas and strategic initiatives
-Stays current on technical and industry developments and standards while evaluating potential impact on client engagements
-Become a leader in a tax niche
-Software Experience - CCH ProSystem, Microsoft Office 365

Why Join Us?

Since 1924, Friedman LLP established itself as the premier advisor within the middle market business sector. With a forward thinking approach, Friedman has expanded on core audit and tax services with diverse advisory consulting services including: China Consulting; Forensic, Litigation Support & Valuation Services, Governance, Risk & Compliance, Cybersecurity Consulting and Digital Currency.

Ranked #1 in Vault's 2020 Best Culture in the Accounting Industry, the Friedman Experience offers an inclusive environment where professionals are developed into respected business leaders, while helping our community navigate their businesses in an evolving world.

Equal Opportunity Employer

Friedman LLP is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, protected veteran status, disability status, or any other characteristic protected by law.

Friedman LLP will provide reasonable accommodations for persons with qualified disabilities according to Americans with Disabilities Act regulations. If an applicant requires a reasonable accommodation for any part of the employment process, please contact Lea Chown at lchown@friedmanllp.com. All requests will be held in strict confidence.