Tax Partner, Financial Services jobs in United States
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Anchin · 2 days ago

Tax Partner, Financial Services

positionNew York, NY
timeFull-time
remoteHybrid
seniorityDirector/Executive
money$220K/yr - $500K/yr
date12+ years exp

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. The Tax Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, managing client relationships, and leading tax planning and compliance efforts.

Accounting
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Develop and maintain strong relationships with key clients in the financial services industry
Provide high-level tax advisory services, including tax planning, structuring, and compliance
Identify and mitigate tax risks while ensuring compliance with all relevant tax laws and regulations
Keep abreast of changes in tax legislation and ensure clients are informed of relevant updates
Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations
Lead and mentor a team of tax professionals, fostering a collaborative and high-performance culture
Provide guidance and training to staff on technical tax issues and professional development
Identify and pursue new business opportunities within the financial services industry
Develop proposals, pitch to potential clients, and negotiate service agreements
Enhance the firm’s market presence through thought leadership, networking, and participation in industry events
Collaborate with internal teams on cross-functional projects and initiatives
Contribute to the overall strategy and growth of the firm

Qualification

CPATax advisory servicesFinancial services expertiseTax software proficiencyClient relationship managementAnalytical skillsProblem-solving skillsCommunication skillsInterpersonal skillsLeadership skills

Required

Bachelor's degree (BA/BS) in Accounting, Finance, or a related field
12+ years of experience in tax, with a focus on the financial services industry
Solid experience working with Private Equity and Hedge Funds
Strong knowledge of tax laws and regulations affecting financial services clients
Proven track record of developing and leading high-performing teams
Great analytical and problem-solving skills
Excellent communication and client relationship skills
Proficient in using tax software and Microsoft Office applications

Preferred

CPA preferred

Company

Anchin

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Anchin is a leading accounting, tax, and advisory firm specializing in the needs of privately held companies, investment funds, and high-net-worth individuals and families.
dateFounded in 1923
location
New York, New York, USA
people-size501-1000 employees
web-link
http://www.anchin.com/

H1B Sponsorship

Anchin has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (8)
2023 (9)
2022 (3)
2021 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Stephen Plattman
Partner
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Recent News

PR Newswire
Anchin Welcomes New Tax Partner to its Growing Team
2025-12-05
PR Newswire
Anchin Maintains Effective Security Controls According to Recent SOC 2 Report
2025-11-24
PR Newswire
Anchin Announces Key Promotions: Welcoming Six New Partners and Principals Among Seventeen Rising Leaders
2025-10-21
Company data provided by crunchbase