Senior Financial Tax Strategist, Industry Expert

3 weeks ago


New York, New York, United States Anchin Full time
About the Role

We are seeking a highly skilled Senior Financial Tax Strategist to join our team of industry experts. As a key member of our financial services practice, you will be responsible for managing complex tax matters and providing expert guidance to clients in the financial services industry.

This role requires a strong knowledge of taxation, a deep understanding of the financial services industry, and good leadership abilities. You will have the opportunity to develop and implement tax strategies to optimize tax efficiency and reduce tax liabilities for clients, oversee the accurate preparation and timely filing of tax returns, and provide strategic tax advice and guidance to clients.

Key Responsibilities
  • Develop and implement tax strategies to optimize tax efficiency and reduce tax liabilities for clients in the financial services industry.
  • Oversee the accurate preparation and timely filing of tax returns, including income tax, partnership tax, and other related tax returns while ensuring compliance with all relevant tax laws and regulations.
  • Provide strategic tax advice and guidance to clients, addressing complex tax issues, and assisting with financial planning and decision-making.
  • Lead and mentor 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 changes in tax laws and regulations, ensuring that the firm and clients remain compliant with evolving tax requirements.
Requirements

To be successful in this role, you will need:

  • A Bachelor's degree in Accounting, Finance, or a related field.
  • CPA highly preferred.
  • 5+ years of experience in tax, with a focus on the financial services industry.
  • Profound knowledge of tax regulations, financial services, and relevant tax software.
  • Proven leadership and management skills with a track record of effectively supervising and developing a team.
  • Exceptional communication and interpersonal skills to build and maintain strong client relationships.
  • Strong analytical, research, and problem-solving capabilities.
  • Keen attention to detail and a commitment to delivering high-quality work.
  • Proficiency in Microsoft Office Suite.
Compensation and Benefits

This is a competitive role with a salary range of $140,000 to $180,000 based on individual experience level. We also offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.


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