Tax Manager - Partner - Financial Services jobs in United States
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WhiteCap Search · 10 hours ago

Tax Manager - Partner - Financial Services

WhiteCap Search is seeking a seasoned tax professional to oversee the financial services tax function and manage complex tax matters. The role involves providing expert guidance to clients within the financial services industry and leading a team of tax professionals.

Professional ServicesRecruitingStaffing Agency
Hiring Manager
Rob Lafragola
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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

Qualification

Tax strategy developmentTax compliance expertiseFinancial services knowledgeCPA certificationTax software proficiencyMicrosoft Office SuiteResearchAnalysisTeam leadership

Required

Bachelor's degree in Accounting, Finance, or related field
5+ years of experience in tax within the financial services industry
Profound knowledge of tax regulations, financial services, and relevant tax software
Proficiency in tax software and Microsoft Office Suite

Preferred

A Master's degree or CPA certification is highly preferred

Company

WhiteCap Search

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WhiteCap Search is a staffing and recruiting firm that functions to enhance the experience of the job search process.

Funding

Current Stage
Growth Stage

Leadership Team

J
Jerry Battipaglia
Co-Founder & CEO
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B
Barbara Tamberlane
COO and Founding Partner
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Company data provided by crunchbase