Financial Services Tax Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

Withum ยท 2 weeks ago

Financial Services Tax Manager

positionBoston, MA
timeFull-time
remoteOnsite
senioritySenior Level
money$150K/yr - $200K/yr
date5+ years exp

Withum is a place where talent thrives, offering opportunities for growth and teamwork. As a Financial Services Tax Manager, you will lead tax engagements, supervise staff, and build client relationships while ensuring compliance with tax obligations.

AccountingAdvertisingConsultingEdTechFinanceFinancial ServicesMedia and Entertainment
check
H1B Sponsor Likelynote

Responsibilities

Reviewing returns prepared by tax staff and/or seniors for accuracy
Being involved in all aspects of the financial services tax engagements, which includes hedge funds, private equity, venture capital, broker dealers and management companies
Researching and drafting memorandum involving complex tax matters
Identifying and implementing tax planning opportunities
Handling and resolving tax controversies
Overseeing complete tax research projects for a variety of clients and diverse industries
Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
Conducting constructive discussions with team members on their evaluations and providing counsel accordingly
Serving in professional development programs as an instructor or discussion leader

Qualification

CPA licenseTax planningTax researchClient relationship managementAnalytical skillsLeadership skillsCommunication skillsProject managementMentoring skillsOrganizational skills

Required

Bachelor's Degree in Accounting
CPA license, JD or Masters of Science in Taxation is required
At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff
Excellent analytical and technical tax skills
Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment
Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management
Excellent analytical, organizational, project management skills, and strong attention to detail

Benefits

Competitive benefits package
Bonus program (for eligible roles) based on individual and firm performance

Company

Withum

twittertwittertwitter
Glassdoor4.2
company-logo
Withum is a accounting and consulting firm focus on technology and media.
dateFounded in 1974
location
Princeton, New Jersey, USA
people-size1001-5000 employees
web-link
http://www.withum.com

H1B Sponsorship

Withum 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 (4)
2024 (1)
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Jim Bourke
Managing Director Advisory Services
linkedin
V
Val Orekhov
Partner
linkedin

Recent News

Seattle TechFlash
Top tips for building a practical AI business strategy
2025-09-26
Rochester Business Journal
Why business owners weigh ESOPs vs private equity sales
2025-09-12
Njbiz
Meet the 2025 NJBIZ Leading Women in Business
2025-07-07
Company data provided by crunchbase