Tax Partner - Financial Services jobs in United States
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NPAworldwide · 1 month ago

Tax Partner - Financial Services

NPAworld is a New York City based Certified Public Accounting and Consulting firm providing expert services to a diverse range of industries. They are seeking a Tax Director/Partner in the Financial Services group to provide strategic tax advice, manage client relationships, and lead a team of tax professionals.

Recruiting

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 firms 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 experiencePrivate Equity experienceTax software proficiencyAnalytical skillsClient relationship skillsLeadership skillsCommunication skills

Required

Bachelors degree (BA/BS) in Accounting, Finance, or a related field
CPA required
10+ 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

Company

NPAworldwide

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NPAworldwide is a global recruiting network that facilitates placements that result in split fees.

Funding

Current Stage
Early Stage
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