Position: Tax Director/Partner, Financial Services

Department: Tax, Financial Services
Role Type: Full-time
Location: New York, NY (Hybrid) or Remote
Supervises: Senior Managers

ABOUT OUR CLIENT:

Our client is a distinguished Certified Public Accounting and Consulting firm based in New York City, with additional offices in Long Island and Florida. Known for its expert financial advisory services, the firm offers comprehensive accounting, consulting, and business management solutions, including tax planning, audits, acquisitions, and financial restructuring. Consistently recognized as one of the “Best of the Best” accounting firms, it is also celebrated as a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

ABOUT THE POSITION:

The Tax Director/Partner in the Financial Services group will hold a senior leadership role, providing strategic tax advice and services to clients in the financial services sector, including private equity and funds. This role involves managing client relationships, leading tax planning and compliance efforts, ensuring regulatory adherence, and driving business development initiatives. The Tax Director/Partner will also mentor and develop a team of tax professionals.

RESPONSIBILITIES:

• Develop and maintain strong relationships with key clients in the financial services industry.
• Provide high-level tax advisory services, including tax planning, structuring, and compliance.
• Identify and mitigate tax risks while ensuring adherence to relevant tax laws and regulations.
• Stay updated on changes in tax legislation and inform clients of relevant updates.
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations.
• Lead and mentor a team of tax professionals, fostering a collaborative and high-performance culture.
• Provide guidance and training on technical tax issues and professional development.
• Identify and pursue new business opportunities within the financial services industry.
• Develop proposals, pitch to potential clients, and negotiate service agreements.
• Enhance the firm’s market presence through thought leadership, networking, and participation in industry events.
• Collaborate with internal teams on cross-functional projects and initiatives.
• Contribute to the overall strategy and growth of the firm.

QUALIFICATIONS:

Education:

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
• CPA required.

Experience:

• 10+ years of experience in tax, with a focus on the financial services industry.
• Solid experience working with Private Equity and Hedge Funds.
• Strong knowledge of tax laws and regulations affecting financial services clients.
• Proven track record of developing and leading high-performing teams.
• Excellent analytical and problem-solving skills.
• Exceptional communication and client relationship skills.
• Proficiency in tax software and Microsoft Office applications.

COMPENSATION:

• Competitive annual salary ranging from $220,000 to $500,000+ based on individual experience level.
• Comprehensive benefits package.