Tax Manager - Financial Services (49376) jobs in United States
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Citrin Cooperman · 21 hours ago

Tax Manager - Financial Services (49376)

positionFlorham Park, NJ
timeFull-time
remoteHybrid
senioritySenior Level
date7+ years exp

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We are seeking a Tax Manager for our Financial Services practice within the Tax Department, responsible for reviewing tax returns and providing effective consulting and compliance for clients in the financial services industry.

AccountingAdviceFinanceManagement Consulting
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H1B Sponsor Likelynote

Responsibilities

Review tax returns, tax projections, and tax workpapers for financial services clients (e.g. private equity funds, FoF, portfolio companies/management companies, hedge funds, corporate blockers, broker-dealers)
Possess strong tax knowledge and experience with complex partnerships and corporations
Provide effective consulting, planning and compliance for your clients
Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues
Perform tax research to resolve issues
Maintain strong relationships with a highly proactive approach to serving clients
Coordinates with Partner to ensure timeliness and effective communication for proper planning of project
Coaching, mentoring and training staff
Maintaining knowledge of new tax issues and general business trends that affect the client

Qualification

CPATax knowledgeFinancial services expertiseCCH AxcessSureprepBNA Income Tax PlannerCCH AnswerConnectRIA CheckpointXCMMicrosoft OfficeAnalytical skillsClient relationship managementCoachingWritten communicationVerbal communicationProject managementOrganizational skillsMentoring

Required

Bachelor's degree in Accounting
7+ years of progressive public accounting experience with proven expertise in the financial services industry (e.g. private equity funds, FoF, hedge funds, corporate blockers, broker-dealers)
Excellent written and verbal communication skills
Capable of managing multiple client engagements
A track record of building and sustaining client relationships and high quality client service
Outstanding analytical, organizational and project management skills
Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office

Preferred

Masters in Taxation
CPA or EA

Benefits

Competitive compensation and benefits
Flexibility to manage your personal and professional life

Company

Citrin Cooperman

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Citrin Cooperman is a professional services firm that provides advisory, assurance, and tax solutions to clients.
dateFounded in 1979
location
New York, New York, USA
people-size1001-5000 employees
web-link
http://www.citrincooperman.com/

H1B Sponsorship

Citrin Cooperman 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
2022 (1)
2021 (1)
2020 (3)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
New Mountain Capital
2025-01-07Acquired
2022-04-11Private Equity

Leadership Team

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Alan Badey
Chief Executive Officer
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Lydia Brown
Chief Financial Officer
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