Tax Leadership Opportunity for Financial Services Expert
4 days ago
About Keller Executive Search's Client
We are seeking a skilled and experienced Tax Manager to join our client, a leading financial services organization, in a hybrid work arrangement. This role offers an exciting opportunity to work in a dynamic environment, managing complex tax matters for a diverse range of financial products and services while enjoying the benefits of both in-office collaboration and remote work flexibility.
The Opportunity
As a Tax Manager working in a hybrid model, you'll play a crucial role in overseeing tax planning, compliance, and reporting activities for the organization. This position requires a deep understanding of tax laws and regulations applicable to the financial services industry, as well as strong leadership and communication skills. You'll have the chance to make a significant impact on the organization's tax strategy while enjoying a flexible work arrangement that promotes work-life balance.
Key Responsibilities:
- Manage and coordinate all aspects of the company's tax function, including federal, state, and international tax compliance and planning, leveraging both in-office resources and remote work capabilities.
- Oversee the preparation and review of tax returns, estimated tax payments, and other tax-related filings.
- Develop and implement tax strategies to optimize the company's tax position.
- Provide technical tax advice on complex financial transactions and products.
- Collaborate virtually and in-person with various departments to ensure tax implications are considered in business decisions.
- Stay current with changes in tax laws and regulations, assessing their impact on the organization.
- Manage relationships with tax authorities, external auditors, and tax advisors through various communication channels.
- Lead and mentor a team of tax professionals, providing guidance and support in both remote and in-office settings.
- Prepare and present tax-related reports and analyses for senior management.
Minimum Qualifications:
- Bachelor's degree in Accounting, Finance, or related field; Master's degree in Taxation preferred.
- CPA or equivalent professional qualification required.
- 6-8 years of progressive experience in tax, with at least 4 years in a managerial role.
- Strong knowledge of US GAAP, IFRS, and tax accounting principles.
- Experience in the financial services industry, with knowledge of tax issues related to banking, investments, or insurance products.
- Excellent analytical and problem-solving skills.
- Strong leadership and communication abilities, both virtually and in-person.
- Proficiency in tax software and MS Office suite.
- Adaptability to work effectively in a hybrid environment.
Benefits:
- Competitive salary range: $135,000 - $170,000, commensurate with experience.
- Hybrid work model, balancing in-office collaboration with remote work flexibility.
- Performance-based annual bonus.
- Comprehensive health, dental, and vision insurance.
- 401(k) plan with employer match.
- Generous paid time off, including vacation days and personal/sick leave.
- Professional development and continuing education support.
- Mentorship programs and clear career progression paths.
- State-of-the-art technology and resources to support seamless hybrid work.
Growth and Development:
Our client is committed to nurturing your career growth in this hybrid work environment. As a Tax Manager, you'll have access to advanced training programs and workshops, opportunities to work on complex, high-profile tax matters in the financial services sector, and clear career progression path to senior leadership roles. Additionally, you'll receive support for pursuing advanced certifications and specialized training in financial services taxation.
This is an excellent opportunity to take your tax career to the next level with a prestigious financial services organization. You'll work alongside industry experts, tackle challenging issues, and develop expertise that will set you apart in the field, all while enjoying the flexibility of a hybrid work model.
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