Tax Manager

About Our Client

Keller Executive Search is a leading recruitment agency specializing in placing top talent in the financial services industry. Our client, a prestigious financial services organization, is seeking a highly skilled and motivated Tax Manager to join their team in a flexible hybrid work arrangement.

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

Requirements

• 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

Preferred Qualifications

• Experience with international tax planning and compliance
• Knowledge of transfer pricing regulations
• Familiarity with tax technology and process improvement initiatives
• Proven ability to manage remote teams and virtual collaborations

Benefits

• Competitive salary range: $135K - $170K, 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, offered both in-person and virtually
• Opportunities to work on complex, high-profile tax matters in the financial services sector
• Clear career progression path to senior leadership roles
• 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.

Our client is an equal opportunity employer and values diversity. They do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

How to Apply

If you're ready to elevate your tax career with a flexible, hybrid work arrangement in a leading financial services organization, we'd love to hear from you. Please submit your resume and a brief cover letter for confidential consideration. Our recruiting team will review your qualifications and contact you if there's a strong match.

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. If you need assistance or an accommodation, please contact us at

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at
• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.
• Connecticut: We provide wage range information upon request or before discussing compensation.
• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Additional Assistance: If you need further assistance to fully engage in our application process, please contact

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

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