Whitman Advisory Job Community · 2 weeks ago
Tax Manager $140k - CPA Firm
New York, United States
Full-time
Onsite
Senior Level
$140K/yr - $180K/yr
6+ years expWhitman Advisory Job Community is seeking a Tax Manager specializing in the Financial Services industry. In this role, you will manage complex tax matters, provide expert guidance to clients, and lead a team of tax professionals while ensuring compliance with tax laws.
Staffing & Recruiting
Hiring Manager
Marie San Jose
Responsibilities
Develop and implement tax strategies to optimize tax efficiency and reduce tax liabilities for clients in the financial services industry
Oversee the accurate preparation and timely filing of tax returns, including income tax, partnership tax, and other related tax returns, ensuring 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 high-quality work and professional development of the team
Stay updated on changes in tax laws and regulations, ensuring 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
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
6+ years of experience in public accounting firms, with a focus on the financial services industry
Strong technical skills in federal and multi-state pass-through taxation
Experience with real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, or acquisition/disposition planning and structuring
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 Microsoft Office Suite
Preferred
CPA highly preferred
Company
Whitman Advisory Job Community
At Whitman Advisory, we are a boutique firm renowned for our strong relationships with reputable CPA firms across North America.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase