Tax Senior and Tax Manager

Company: Wagner & Zwerman LLP
Location: Melville
Posted on: February 19, 2021

Job Description:

Wagner & Zwerman LLP is a dynamic, mid-size public accounting firm located in Melville, Long Island and due to our Firm's continuous growth, we are looking for all levels of Tax Positions in both business and personal tax departments with experience ranging from 3 years plus to join our stellar team of professionals. This person will be responsible for assisting clients by using out of the box tax thinking and using all legal and accepted means to reduce a client's tax liability.This position has career growth potential if you can provide timely, accurate and reliable completion of client engagements, while ensuring delivery is consistent with partner and client expectations. This role requires the ability to create raving fans of our clients by asking the right questions, being an excellent listener and communicator, and providing creative solutions through targeted resources and your technical expertise. If you are self-motivated, professional, and interested in working in a growing company, then this position is for you!What are the Essential Functions of the job?* General business accounting knowledge; yearend close, depreciation, sales and payroll tax* Work with clients to obtain information relating to both their business and personal income and expenses to enable you to successfully prepare business and personal income tax returns and provide thorough client service.* Review or prepare all levels of tax returns for businesses and individuals, with a focus on pass through entity returns (1120S and 1065), personal income tax returns (1040) and trusts (1041).* Proactively manage a book of clients from beginning to end through all phases of client service delivery (from write up, financial statement preparation, tax projections and planning, and tax return preparation).* Provide advice to clients to help them operate more efficiently and proactively lower their tax liability.* Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns. * Answer questions and provide future tax planning to clients.* Explain federal and state tax laws to individuals and business owners.What are the--requirements?* Minimum Education: * 4-year degree in Accounting/Taxation* Required Experience: o 3 plus years of public accounting experienceo Business, personal and trust tax experience, including projections, planning and analysis.-- Preferred Experienceo CPA designationo QuickBooks knowledge - preferredo Ultra tax and Lacerte knowledge - a plusAny other qualifications that WZ is looking for?* Self-motivation and discipline to regularly set and achieve work goals.* Excellent interpersonal skills, including the ability to maintain a professional, positive, and affable demeanor, as well as a sense of humor, under pressure and to a variety of people.* Ability to juggle competing demands and priorities and manage time well (both self and others) even when time is short.* Excellent communication skills, with ability to communicate clearly and concisely both verbally and in writing, as well as proofread and edit documents for grammar and readability.* Dependability and outstanding organizational ability with focused attention to detail and follow through. * Ability to use strong judgment in making independent decisions that affect others.* Excellent computer skills (Microsoft Office Suite - including strong Outlook - as well as proficiency using Gmail, Google Drive, and both Mac and PC products and applications). Not the job for you? Know someone that might be a good fit? Please send them the link to this job! Thanks very much!Who is WZ?For over 55 years, Wagner & Zwerman LLP has been providing quality accounting and financial services to clients across the globe. Today, WZ provides their clients with services that follow "The WZ Way" - an uncommon, refreshing way of viewing a client's financials with the client's best interests in mind.Check out their--website, but you have to come back here to apply to this job!Why would I want to work for WZ?Most accounting firms are about the numbers, financial statements, tax filings--- it's true. WZ is also about the numbers. That's where most accounting firms end. For WZ, it's just the beginning! WZ believes that the professional and personal success of their employees directly translates to the success of the business. Working at WZ provides unlimited growth potential along with a competitive compensation and benefits package. They also offer flexible hours to accommodate a work-life balance. The WZ office is brand new with state-of-the-art technology and the building offers a restaurant and a gym. At WZ your professional career trajectory is limitless. Get on board, grow with us, and find your path to partnership.

Keywords: Wagner & Zwerman LLP, New Haven , Tax Senior and Tax Manager, Executive , Melville, Connecticut