Tax Specialist for Financial Institutions

1 week ago


New York, New York, United States Anchin Full time
Tax Manager, Financial Services

About the Role

As a Tax Manager specializing in the Financial Services industry at Anchin, you will be responsible for managing complex tax matters and providing expert guidance to clients in the financial services industry.


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, 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.
  • Stay updated on changes in tax laws and regulations, ensuring the firm and clients remain compliant.
  • 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 and delivering high-quality tax services.

Requirements
  • 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.

Anchin is an equal opportunity employer with a commitment to diversity.



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