Tax Manager Financial Services Specialist

2 weeks ago


New York, New York, United States Spartan Placements LLC Full time
Job Title: Tax Manager Financial Services

We are seeking a highly skilled Tax Manager Financial Services to join our team at Spartan Placements LLC.

Responsibilities:
  • Develop and Implement Tax Strategies: Create and execute tax strategies to optimize tax efficiency and reduce tax liabilities for clients in the financial services industry.
  • Oversee Tax Return Preparation: Ensure the accurate preparation and timely filing of tax returns, including income tax, partnership tax, and other related tax returns, while maintaining compliance with all relevant tax laws and regulations.
  • Provide Strategic Tax Advice: Offer expert tax guidance and advice to clients, addressing complex tax issues and assisting with financial planning and decision-making.
  • Lead and Mentor Tax Professionals: Lead a team of tax professionals, providing guidance, training, and support to ensure the delivery of high-quality work and the professional development of the team.
  • Stay Updated on Tax Laws: Stay current on changes in tax laws and regulations, ensuring that the firm and clients remain compliant with evolving tax requirements.
  • Conduct Tax Research: Conduct in-depth research on intricate tax matters, analyze findings, and offer well-founded solutions and recommendations.
  • Build Client Relationships: Foster strong client relationships through regular communication, understanding their needs, and delivering high-quality tax services.
  • Identify Growth Opportunities: Identify opportunities for expanding services and cross-selling financial products to existing clients, contributing to the growth of the firm.
Qualifications:
  • Education: Bachelor's degree in Accounting, Finance, or a related field.
  • Professional Certifications: CPA highly preferred.
  • Experience: 5+ years of experience in tax, with a focus on the financial services industry.
  • Skills: Profound knowledge of tax regulations, financial services, and relevant tax software.
  • Leadership: Proven leadership and management skills with a track record of effectively supervising and developing a team.

Spartan Placements LLC is an equal opportunity employer. We are committed to diversity and inclusion in the workplace.



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