Tax Manager Financial Services Specialist

4 weeks ago


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

At Spartan Placements LLC, we are seeking a highly skilled Tax Manager Financial Services Specialist to join our team. As a key member of our financial services team, you will be responsible for developing and implementing tax strategies to optimize tax efficiency and reduce tax liabilities for clients in the financial services industry.

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.
  • Conduct in-depth research on intricate tax matters, analyze findings, and offer well-founded solutions and recommendations.
  • Build and maintain strong client relationships through regular communication, understanding their needs, and delivering high-quality tax services.
  • Identify opportunities for expanding services and cross-selling financial products to existing clients, contributing to the growth of the firm.

Qualifications:

  • 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.

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