Anchin ยท 2 days ago
Tax Senior Manager, Financial Services
Boca Raton, FL
Full-time
Hybrid
Senior Level, Lead/Staff
$160K/yr - $220K/yr
8+ years expAnchin is a New York City based Certified Public Accounting and Consulting firm that provides expert financial advisory to companies across a diverse range of industries. As a Tax Senior Manager, you will oversee the financial services department, manage complex tax matters, and provide expert guidance to clients in the financial services industry.
Accounting
Responsibilities
Develop and implement tax strategies to optimize tax efficiency and reduce tax liabilities for clients in the financial services sector
Oversee the accurate preparation and timely filing of tax returns, including income tax, partnership tax, and other related tax returns. Ensure compliance with all relevant tax laws and regulations
Provide strategic tax advice and guidance to clients, addressing complex tax issues, and assisting with financial planning and decision-making
Lead and mentor a team of tax professionals, providing guidance, training, and support to ensure the delivery of high-quality work and the professional development of the team
Stay updated on changes in tax laws and regulations, ensuring that the firm and clients remain compliant with evolving tax requirements
Conduct in-depth research on intricate tax matters, analyze findings, and offer well-founded solutions and recommendations
Build and maintain strong client relationships through regular communication, understanding their needs, and delivering high-quality tax services
Identify opportunities for expanding services and cross-selling financial products to existing clients, contributing to the growth of the firm
Consult with a wide network of external contacts to expand knowledge, relationships and support
Actively participate in industry professional associations
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
8 + years of experience in tax within the financial services industry
Profound knowledge of tax regulations, financial services, and relevant tax software
Proven leadership and management skills with a track record of effectively supervising and developing a team
Exceptional communication and interpersonal skills to build and maintain strong client relationships
Strong analytical, research, and problem-solving capabilities
Keen attention to detail and a commitment to delivering high-quality work
Proficiency in tax software and Microsoft Office Suite
Preferred
A Master's degree or CPA certification is highly preferred
Company
Anchin
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.
501-1000 employees
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 StageLeadership Team
Stephen Plattman
Partner
Recent News
2025-12-05
2025-11-24
Company data provided by crunchbase