Brown,
Kaplan & Liss, LLP has an opening for a senior to manager level tax
and accounting professional to provide and supervise tax planning, analysis and
compliance as well as accounting services for a large range of privately held
businesses, high income/net worth individuals, not-for-profits, trusts and
estates. Although this is not an audit
position, some auditing/accounting experience will be helpful.
This is a
generalist position. Accordingly, the
position requires the following in depth knowledge:
·
individual
income tax return preparation, tax planning strategies, self-employment taxes,
home office, car, entertainment and other schedule C and form 2106 deductions,
taxation and uses of Keogh and IRA plans and taxation of investments of all
types
·
partnership
income tax return preparation, the application of IRS Code Sections 704(b),
704(c) and 754, uses of partnerships, LLC's and LLP's and the application of
tax planning strategies for those entities
·
subchapter
S income tax return preparation, tax planning strategies for subchapter s
corporations, uses of subchapter S corporations, built-in gains taxation and
shareholder basis issues
·
trust
and estate income tax return preparation, types and uses of trusts,
distributable net income, trust accounting rules, deductibility of trust
distributions and taxation of trust distributions to beneficiaries
·
C
corporation taxation, uses of C corporations, including consolidated tax
returns, medical reimbursement plans and C corporation tax planning strategies
·
types
and uses of business retirement plans, the ability to identify opportunities
for their effective use and the ability to work with pension consultants and
actuaries to implement and maintain client retirement plans and goals
·
taxation,
uses and implementation of section 125 plans
·
taxation
and uses of section 529 plans, minors trusts and transfers to minors
This is a
partner-track opportunity. As such, it
requires the following personal skills and traits:
·
a
high level ability to analyze complex, sometimes ambiguous and, occasionally,
disorganized client data
·
a
high level ability to create and execute solutions to complex problems
·
a
high level ability to communicate both verbally and in writing with clients,
co-workers, government tax agencies and
other professionals
·
the
ability to think and work quickly and independently
·
the
ability to network and create business opportunities
·
the
ability to maintain and grow business relationships
·
the
ability to lead and supervise
·
the
ability to think ahead and be creative
·
the
desire to be successful
·
a
strong commitment to the profession and the position while maintaining a
balanced personal life
·
the
ability to bounce back from adversity and maintain a positive outlook under
pressure
A high
level of skill is required in the following software applications:
·
trial
balance
·
client
write-up
·
tax
research
·
QuickBooks
·
Excel
- design and presentation, formulas, graphing and linking; use of macros a plus
·
Word
- design and presentation; mail-merge a plus
·
Outlook
·
Internet
·
PowerPoint
·
contact
management data bases
·
data
base programming a plus
Brown,
Kaplan & Liss LLP has been providing high quality services to a large range of privately held businesses, high income/net
worth individuals, not-for-profits, trusts and estates for nearly
forty-five years. We are integrally
involved with our clients businesses and personal finances. We do not just perform compliance and attest
services; we are proactive in helping our clients achieve their financial
goals. Staff deals directly with
partners and clients. As a firm of ten
professionals, we are adroit, quick and adaptable. As a member of the Plante and Moran Network, a regional firm of
1,700 professionals, we have access to deep expertise in almost every field.
The right applicant must be
desirous of a long and fulfilling career, with a goal of achieving firm
partnership. He or she must be a self-starter and eager to accept
increasing responsibility. Because of BKL's excellent pre-employment
screening and nurturing work environment, staff turnover is rare.